Guardian Wealth Advisors (North Carolina)’s Alerian MLP ETF AMLP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-27,351	Closed	-$1.32M	–	529
2024 Q4	$1.32M	Sell	27,351 -211	-0.8%	-$10.1K	0.1%	111
2024 Q3	$1.3M	Buy	27,562 +723	+3%	+$34.2K	0.14%	86
2024 Q2	$1.29M	Sell	26,839 -3,630	-12%	-$170K	0.15%	83
2024 Q1	$1.45M	Sell	30,469 -1,560	-5%	-$70.1K	0.18%	79
2023 Q4	$1.36M	Sell	32,029 -1,281	-4%	-$54.3K	0.21%	69
2023 Q3	$1.41M	Buy	33,310 +256	+0.8%	+$10.5K	0.24%	64
2023 Q2	$1.3M	Buy	33,054 +4,140	+14%	+$161K	0.22%	60
2023 Q1	$1.12M	Sell	28,914 -2,278	-7%	-$89.3K	0.2%	66
2022 Q4	$1.19M	Buy	31,192 +39	+0.1%	+$1.53K	0.23%	57
2022 Q3	$1.14M	Sell	31,153 -143	-0.5%	-$5.44K	0.21%	56
2022 Q2	$1.08M	Buy	+31,296	New	+$1.2M	0.2%	61

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s AMLP Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 27,351 shares — an estimated $1.32M sold.

Guardian Wealth Advisors (North Carolina) first reported a position in AMLP in Q2 2022 and held it in 11 quarters. The position peaked at $1.45M in Q1 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 27,351 Alerian MLP ETF shares in Q1 2025, an estimated $1.32M.
Guardian Wealth Advisors (North Carolina) first reported a position in Alerian MLP ETF in Q2 2022 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Alerian MLP ETF position peaked at $1.45M in Q1 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.