Heritage Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Heritage Wealth Advisors’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 Q2	–	Sell	-20	Closed	-$1.02K	–	577
2025 Q1	$1.02K	Buy	+20	New	+$1.03K	﹤0.01%	533
2020 Q2	–	Sell	-112	Closed	-$1.93K	–	438
2020 Q1	$1.93K	Sell	112 -337	-75%	-$11.4K	﹤0.01%	422
2019 Q4	$19.1K	Buy	+449	New	+$18.8K	﹤0.01%	381

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

AIM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Heritage Wealth Advisors's AMLP Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 20 shares — an estimated $1.02K sold.

Heritage Wealth Advisors first reported a position in AMLP in Q4 2019 and held it in 3 quarters. The position peaked at $19.1K in Q4 2019. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Heritage Wealth Advisors reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 20 Alerian MLP ETF shares in Q2 2025, an estimated $1.02K.
Heritage Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2019 and held it in 3 quarters.
Heritage Wealth Advisors's Alerian MLP ETF position peaked at $19.1K in Q4 2019.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.