LGT Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

LGT Financial Advisors’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	-25	Closed	-$1.24K	–	397
2025 Q2	$1.24K	Hold	25	–	–	﹤0.01%	377
2025 Q1	$1.31K	Hold	25	–	–	﹤0.01%	269
2024 Q4	$1.22K	Hold	25	–	–	﹤0.01%	685
2024 Q3	$1.19K	Sell	25 -2,163	-99%	-$102K	﹤0.01%	669
2024 Q2	$105K	Sell	2,188 -375	-15%	-$17.5K	0.22%	79
2024 Q1	$122K	Sell	2,563 -730	-22%	-$32.8K	0.14%	160
2023 Q4	$140K	Sell	3,293 -561	-15%	-$23.8K	0.17%	137
2023 Q3	$163K	Buy	+3,854	New	+$158K	0.21%	108

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

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

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

AIM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

LGT Financial Advisors's AMLP Position: Q3 2025 in Review

LGT Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 25 shares — an estimated $1.24K sold.

LGT Financial Advisors first reported a position in AMLP in Q3 2023 and held it in 8 quarters. The position peaked at $163K in Q3 2023. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

LGT Financial Advisors reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 25 Alerian MLP ETF shares in Q3 2025, an estimated $1.24K.
LGT Financial Advisors first reported a position in Alerian MLP ETF in Q3 2023 and held it in 8 quarters.
LGT Financial Advisors's Alerian MLP ETF position peaked at $163K in Q3 2023.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.