Kathleen S. Wright Associates’s Alerian MLP ETF AMLP Stock Holding History

Kathleen S. Wright Associates’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 Q3	$93.9K	Hold	2,000	–	–	0.03%	131
2025 Q2	$97.7K	Hold	2,000	–	–	0.04%	126
2025 Q1	$104K	Buy	2,000 +190	+10%	+$9.76K	0.04%	124
2024 Q4	$87.2K	Buy	1,810 +264	+17%	+$12.7K	0.04%	130
2024 Q3	$72.9K	Hold	1,546	–	–	0.03%	136
2024 Q2	$74.2K	Hold	1,546	–	–	0.03%	131
2024 Q1	$73.4K	Hold	1,546	–	–	0.03%	128
2023 Q4	$65.7K	Hold	1,546	–	–	0.03%	119
2023 Q3	$65.2K	Hold	1,546	–	–	0.04%	116
2023 Q2	$60.6K	Hold	1,546	–	–	0.04%	104
2023 Q1	$59.8K	Buy	+1,546	New	+$60.6K	0.04%	103
2022 Q4	–	Sell	-1,546	Closed	-$57K	–	197
2022 Q3	$57K	Hold	1,546	–	–	0.05%	104
2022 Q2	$53K	Hold	1,546	–	–	0.04%	103
2022 Q1	$59K	Hold	1,546	–	–	0.04%	103
2021 Q4	$51K	Buy	+1,546	New	+$52.4K	0.04%	101

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 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

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

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

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

Kathleen S. Wright Associates's AMLP Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Alerian MLP ETF (AMLP) position steady in Q3 2025 at 2,000 shares worth $93.9K. The position accounts for 0.03% of the portfolio, ranked #131.

Kathleen S. Wright Associates first reported a position in AMLP in Q4 2021 and has held it in 15 quarters since. The position peaked at $104K in Q1 2025. 730 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Kathleen S. Wright Associates held 2,000 shares of Alerian MLP ETF worth $93.9K as of Q3 2025.
Kathleen S. Wright Associates left its Alerian MLP ETF share count unchanged in Q3 2025.
Alerian MLP ETF made up 0.03% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #131 holding.
Kathleen S. Wright Associates first reported a position in Alerian MLP ETF in Q4 2021 and has held it in 15 quarters since.
Kathleen S. Wright Associates's Alerian MLP ETF position peaked at $104K in Q1 2025.
730 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.