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Johnson Financial Group Inc (Wisconsin)’s Alerian MLP ETF AMLP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-50
Closed -$2.6K – 721
2025
Q1 		$2.6K Buy
+50
New +$2.57K ﹤0.01% 819
2024
Q4 		– Sell
-112
Closed -$5.28K – 841
2024
Q3 		$5.28K Buy
112
+13
+13% +$615 ﹤0.01% 777
2024
Q2 		$4.75K Buy
+99
New +$4.63K ﹤0.01% 617
2022
Q4 		– Sell
-947
Closed -$35K – 626
2022
Q3 		$35K Buy
+947
New +$36K ﹤0.01% 382
2022
Q1 		– Sell
-602
Closed -$20K – 663
2021
Q4 		$20K Sell
602
-602
-50% -$20.4K ﹤0.01% 564
2021
Q3 		$40K Hold
1,204
– – ﹤0.01% 431
2021
Q2 		$44K Buy
1,204
+4
+0.3% +$137 ﹤0.01% 429
2021
Q1 		$37K Buy
+1,200
New +$35K ﹤0.01% 439
2018
Q2 		– Sell
-162
Closed -$8K – 541
2018
Q1 		$8K Sell
162
-122
-43% -$6.52K ﹤0.01% 466
2017
Q4 		$15K Buy
+284
New +$15.2K ﹤0.01% 455

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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

Johnson Financial Group Inc (Wisconsin)'s AMLP Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 50 shares — an estimated $2.6K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AMLP in Q4 2017 and held it in 10 quarters. The position peaked at $44K in Q2 2021. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 50 Alerian MLP ETF shares in Q2 2025, an estimated $2.6K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Alerian MLP ETF in Q4 2017 and held it in 10 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Alerian MLP ETF position peaked at $44K in Q2 2021.
  • 739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.