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 Q4	–	Sell	-11,900	Closed	-$558K	–	286
2025 Q3	$558K	Buy	+11,900	New	+$575K	0.1%	60
2025 Q1	–	Sell	-15,300	Closed	-$737K	–	253
2024 Q4	$737K	Hold	15,300	–	–	0.29%	54
2024 Q3	$721K	Hold	15,300	–	–	0.31%	54
2024 Q2	$734K	Sell	15,300 -3,700	-19%	-$173K	0.38%	46
2024 Q1	$902K	Sell	19,000 -2,000	-10%	-$89.8K	0.53%	34
2023 Q4	$893K	Sell	21,000 -5,000	-19%	-$212K	0.51%	35
2023 Q3	$1.1M	Hold	26,000	–	–	0.37%	55
2023 Q2	$1.02M	Buy	+26,000	New	+$1.01M	0.3%	65

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Lavaca Capital's AMLP Position: Q3 2025 in Review

Lavaca Capital sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 24,900 shares — an estimated $1.2M sold.

Lavaca Capital first reported a position in AMLP in Q2 2022 and held it in 13 quarters. The position peaked at $1.29M in Q1 2025. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Lavaca Capital reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Lavaca Capital sold 24,900 Alerian MLP ETF shares in Q3 2025, an estimated $1.2M.
Lavaca Capital first reported a position in Alerian MLP ETF in Q2 2022 and held it in 13 quarters.
Lavaca Capital's Alerian MLP ETF position peaked at $1.29M in Q1 2025.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Lavaca Capital's 13F filing for Q3 2025, filed 13 Nov 2025.