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Legacy Wealth Management (Mississippi)’s Alerian MLP ETF AMLP Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q2 		– Sell
-6,200
Closed -$322K – 92
2025
Q1 		$322K Buy
+6,200
New +$318K 0.11% 77
2024
Q4 		– Sell
-4,715
Closed -$222K – 89
2024
Q3 		$222K Buy
+4,715
New +$223K 0.08% 92

Other funds holding AMLP

Morgan Stanley
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s AMLP Position: Q2 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 6,200 shares — an estimated $322K sold.

Legacy Wealth Management (Mississippi) first reported a position in AMLP in Q3 2024 and held it in 2 quarters. The position peaked at $322K in Q1 2025. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

  • Legacy Wealth Management (Mississippi) reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 6,200 Alerian MLP ETF shares in Q2 2025, an estimated $322K.
  • Legacy Wealth Management (Mississippi) first reported a position in Alerian MLP ETF in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Mississippi)'s Alerian MLP ETF position peaked at $322K in Q1 2025.
  • 739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2025, filed 1 Jul 2025.