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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
– – 0.32% 54
2024
Q3 		$721K Hold
15,300
– – 0.35% 54
2024
Q2 		$734K Sell
15,300
-3,700
-19% -$173K 0.4% 46
2024
Q1 		$902K Sell
19,000
-2,000
-10% -$89.8K 0.55% 34
2023
Q4 		$893K Sell
21,000
-5,000
-19% -$212K 0.55% 35
2023
Q3 		$1.1M Hold
26,000
– – 0.39% 55
2023
Q2 		$1.02M Buy
+26,000
New +$1.01M 0.32% 65

Other funds holding AMLP

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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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
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