Lindbrook Capital’s Alerian MLP ETF AMLP Stock Holding History

Lindbrook 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 Q1	$192K	Sell	3,690 -1,175	-24%	-$60.3K	0.02%	430
2024 Q4	$234K	Hold	4,865	–	–	0.02%	356
2024 Q3	$229K	Hold	4,865	–	–	0.02%	362
2024 Q2	$233K	Hold	4,865	–	–	0.02%	330
2024 Q1	$231K	Hold	4,865	–	–	0.02%	329
2023 Q4	$207K	Hold	4,865	–	–	0.02%	341
2023 Q3	$205K	Hold	4,865	–	–	0.02%	311
2023 Q2	$191K	Hold	4,865	–	–	0.02%	335
2023 Q1	$188K	Hold	4,865	–	–	0.02%	326
2022 Q4	$185K	Sell	4,865 -128	-3%	-$5.03K	0.02%	344
2022 Q3	$183K	Hold	4,993	–	–	0.03%	281
2022 Q2	$172K	Hold	4,993	–	–	0.03%	316
2022 Q1	$191K	Buy	4,993 +200	+4%	+$7.36K	0.03%	298
2021 Q4	$157K	Buy	+4,793	New	+$162K	0.02%	367
2019 Q3	–	Sell	-594	Closed	-$29K	–	1435
2019 Q2	$29K	Buy	+594	New	+$29.4K	0.01%	585

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AIM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's AMLP Position: Q1 2025 in Review

Lindbrook Capital reduced its Alerian MLP ETF (AMLP) stake by 24% in Q1 2025, selling an estimated $60.3K and leaving 3,690 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #430.

Lindbrook Capital first reported a position in AMLP in Q2 2019 and has held it in 15 quarters since. The position peaked at $234K in Q4 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Lindbrook Capital held 3,690 shares of Alerian MLP ETF worth $192K as of Q1 2025.
Lindbrook Capital sold 1,175 Alerian MLP ETF shares in Q1 2025, an estimated $60.3K.
Alerian MLP ETF made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #430 holding.
Lindbrook Capital first reported a position in Alerian MLP ETF in Q2 2019 and has held it in 15 quarters since.
Lindbrook Capital's Alerian MLP ETF position peaked at $234K in Q4 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.