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Greystone Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Greystone Financial Group’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,859
Closed -$384K – 101
2025
Q2 		$384K Buy
7,859
+163
+2% +$7.9K 0.06% 87
2025
Q1 		$400K Sell
7,696
-89
-1% -$4.57K 0.07% 90
2024
Q4 		$375K Sell
7,785
-254
-3% -$12.2K 0.07% 87
2024
Q3 		$379K Buy
8,039
+482
+6% +$22.8K 0.07% 92
2024
Q2 		$363K Sell
7,557
-92
-1% -$4.3K 0.07% 93
2024
Q1 		$363K Buy
+7,649
New +$344K 0.07% 95
2023
Q3 		– Sell
-5,190
Closed -$203K – 105
2023
Q2 		$203K Sell
5,190
-8,169
-61% -$317K 0.05% 106
2023
Q1 		$516K Sell
13,359
-194,368
-94% -$7.62M 0.13% 72
2022
Q4 		$7.91M Sell
207,727
-409
-0.2% -$16.1K 2.32% 22
2022
Q3 		$7.61M Sell
208,136
-24,746
-11% -$942K 2.58% 13
2022
Q2 		$8.02M Sell
232,882
-2,390
-1% -$91.7K 2.5% 17
2022
Q1 		$9.01M Sell
235,272
-16,158
-6% -$594K 2.28% 9
2021
Q4 		$8.23M Buy
251,430
+76,301
+44% +$2.58M 1.97% 16
2021
Q3 		$5.84M Buy
+175,129
New +$5.85M 1.74% 17

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Greystone Financial Group's AMLP Position: Q3 2025 in Review

Greystone Financial Group sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 7,859 shares — an estimated $384K sold.

Greystone Financial Group first reported a position in AMLP in Q3 2021 and held it in 14 quarters. The position peaked at $9.01M in Q1 2022. 731 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

  • Greystone Financial Group reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Greystone Financial Group sold 7,859 Alerian MLP ETF shares in Q3 2025, an estimated $384K.
  • Greystone Financial Group first reported a position in Alerian MLP ETF in Q3 2021 and held it in 14 quarters.
  • Greystone Financial Group's Alerian MLP ETF position peaked at $9.01M in Q1 2022.
  • 731 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Greystone Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.