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Lindenwold Advisors’s Alerian MLP ETF AMLP Stock Holding History

Lindenwold 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 		$328K Buy
+6,998
New +$338K 0.16% 85

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
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lindenwold Advisors's AMLP Position: Q3 2025 in Review

Lindenwold Advisors opened a new position in Alerian MLP ETF (AMLP) in Q3 2025: 6,998 shares worth $328K. The stake represents 0.16% of the portfolio and ranks #85 among its holdings.

730 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

  • Lindenwold Advisors held 6,998 shares of Alerian MLP ETF worth $328K as of Q3 2025.
  • Alerian MLP ETF was a new Lindenwold Advisors position in Q3 2025.
  • Alerian MLP ETF made up 0.16% of Lindenwold Advisors's portfolio in Q3 2025, its #85 holding.
  • 730 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.