GWN Securities’s Alerian MLP ETF AMLP Stock Holding History

GWN Securities’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	-4,944	Closed	-$258K	–	693
2024 Q4	$258K	Buy	+4,944	New	+$238K	0.07%	277

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

GWN Securities's AMLP Position: Q1 2025 in Review

GWN Securities sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 4,944 shares — an estimated $258K sold.

GWN Securities first reported a position in AMLP in Q4 2024 and held it in 1 quarter. The position peaked at $258K in Q4 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

GWN Securities reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
GWN Securities sold 4,944 Alerian MLP ETF shares in Q1 2025, an estimated $258K.
GWN Securities first reported a position in Alerian MLP ETF in Q4 2024 and held it in 1 quarter.
GWN Securities's Alerian MLP ETF position peaked at $258K in Q4 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.