Lake Street Advisors Group’s Alerian MLP ETF AMLP Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$597K	Buy	12,400 +400	+3%	+$19.2K	0.03%	301
2024 Q3	$566K	Hold	12,000	–	–	0.03%	305
2024 Q2	$576K	Hold	12,000	–	–	0.03%	296
2024 Q1	$570K	Sell	12,000 -26,500	-69%	-$1.19M	0.03%	320
2023 Q4	$1.64M	Sell	38,500 -6,250	-14%	-$265K	0.08%	159
2023 Q3	$1.89M	Hold	44,750	–	–	0.11%	119
2023 Q2	$1.75M	Buy	44,750 +4,750	+12%	+$184K	0.1%	134
2023 Q1	$1.55M	Hold	40,000	–	–	0.1%	132
2022 Q4	$1.52M	Buy	40,000 +1,500	+4%	+$59K	0.1%	127
2022 Q3	$1.41M	Hold	38,500	–	–	0.1%	129
2022 Q2	$1.33M	Hold	38,500	–	–	0.09%	133
2022 Q1	$1.48M	Buy	38,500 +26,500	+221%	+$975K	0.09%	130
2021 Q4	$393K	Sell	12,000 -2,649	-18%	-$89.7K	0.02%	179
2021 Q3	$488K	Buy	+14,649	New	+$489K	0.05%	129
2018 Q3	–	Sell	-2,130	Closed	-$108K	–	222
2018 Q2	$108K	Hold	2,130	–	–	0.01%	326
2018 Q1	$100K	Hold	2,130	–	–	0.01%	309
2017 Q4	$115K	Buy	+2,130	New	+$114K	0.01%	319

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Lake Street Advisors Group's AMLP Position: Q4 2024 in Review

Lake Street Advisors Group increased its Alerian MLP ETF (AMLP) stake by 3.3% in Q4 2024, buying an estimated $19.2K and bringing the position to 12,400 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #301.

Lake Street Advisors Group first reported a position in AMLP in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.89M in Q3 2023. 720 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

Lake Street Advisors Group held 12,400 shares of Alerian MLP ETF worth $597K as of Q4 2024.
Lake Street Advisors Group bought 400 Alerian MLP ETF shares in Q4 2024, an estimated $19.2K.
Alerian MLP ETF made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #301 holding.
Lake Street Advisors Group first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 17 quarters since.
Lake Street Advisors Group's Alerian MLP ETF position peaked at $1.89M in Q3 2023.
720 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.