Ken Fisher’s Alerian MLP ETF AMLP Stock Holding History

Ken Fisher’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	-4,388	Closed	-$211K	–	1004
2024 Q4	$211K	Buy	+4,388	New	+$211K	﹤0.01%	940
2019 Q3	–	Sell	-2,118	Closed	-$104K	–	828
2019 Q2	$104K	Buy	+2,118	New	+$105K	﹤0.01%	809
2017 Q3	–	Sell	-2,845	Closed	-$170K	–	794
2017 Q2	$170K	Buy	+2,845	New	+$173K	﹤0.01%	721

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

Ken Fisher's AMLP Position: Q1 2025 in Review

Ken Fisher sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 4,388 shares — an estimated $211K sold.

Ken Fisher first reported a position in AMLP in Q2 2017 and held it in 3 quarters. The position peaked at $211K in Q4 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Ken Fisher reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Ken Fisher sold 4,388 Alerian MLP ETF shares in Q1 2025, an estimated $211K.
Ken Fisher first reported a position in Alerian MLP ETF in Q2 2017 and held it in 3 quarters.
Ken Fisher's Alerian MLP ETF position peaked at $211K in Q4 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.