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Joel Isaacson & Co’s Alerian MLP ETF AMLP Stock Holding History

Joel Isaacson & Co’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
-12,800
Closed -$665K – 419
2025
Q1 		$665K Buy
+12,800
New +$657K 0.03% 205
2015
Q4 		– Sell
-841
Closed -$52K – 741
2015
Q3 		$52K Buy
841
+17
+2% +$1.24K 0.01% 329
2015
Q2 		$64K Sell
824
-296
-26% -$24.6K 0.02% 327
2015
Q1 		$93K Buy
1,120
+14
+1% +$1.18K 0.02% 265
2014
Q4 		$97K Buy
1,106
+12
+1% +$1.09K 0.03% 233
2014
Q3 		$105K Buy
1,094
+12
+1% +$1.14K 0.03% 198
2014
Q2 		$103K Sell
1,082
-385
-26% -$35.1K 0.03% 198
2014
Q1 		$130K Buy
1,467
+18
+1% +$1.58K 0.04% 173
2013
Q4 		$129K Buy
1,449
+17
+1% +$1.49K 0.05% 159
2013
Q3 		$126K Buy
1,432
+1,122
+362% +$99K 0.05% 148
2013
Q2 		$28K Buy
+310
New +$27.4K 0.01% 282

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
UBS Group
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Joel Isaacson & Co's AMLP Position: Q2 2025 in Review

Joel Isaacson & Co sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 12,800 shares — an estimated $665K sold.

Joel Isaacson & Co first reported a position in AMLP in Q2 2013 and held it in 11 quarters. The position peaked at $665K in Q1 2025. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

  • Joel Isaacson & Co reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 12,800 Alerian MLP ETF shares in Q2 2025, an estimated $665K.
  • Joel Isaacson & Co first reported a position in Alerian MLP ETF in Q2 2013 and held it in 11 quarters.
  • Joel Isaacson & Co's Alerian MLP ETF position peaked at $665K in Q1 2025.
  • 739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Joel Isaacson & Co's 13F filing for Q2 2025, filed 23 Jul 2025.