Lavaca Capital’s Alerian MLP ETF AMLP Stock Holding History

Lavaca Capital’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	–	Sell	-24,900	Closed	-$1.2M	–	275
2025 Q2	$1.22M	Hold	24,900	–	–	0.5%	32
2025 Q1	$1.29M	Sell	24,900 -100	-0.4%	-$5.13K	0.59%	33
2024 Q4	$1.2M	Hold	25,000	–	–	0.53%	33
2024 Q3	$1.18M	Hold	25,000	–	–	0.56%	36
2024 Q2	$1.2M	Hold	25,000	–	–	0.66%	25
2024 Q1	$1.19M	Hold	25,000	–	–	0.72%	25
2023 Q4	$1.06M	Hold	25,000	–	–	0.65%	25
2023 Q3	$1.05M	Hold	25,000	–	–	0.38%	57
2023 Q2	$980K	Hold	25,000	–	–	0.31%	69
2023 Q1	$966K	Hold	25,000	–	–	0.23%	84
2022 Q4	$952K	Hold	25,000	–	–	0.38%	74
2022 Q3	$914K	Hold	25,000	–	–	0.51%	67
2022 Q2	$861K	Buy	+25,000	New	+$960K	0.43%	91

Other funds holding AMLP

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Creative Planning

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