Long Run Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Long Run Wealth 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 Q2	–	Sell	-5,230	Closed	-$272K	–	106
2025 Q1	$272K	Buy	5,230 +80	+2%	+$4.11K	0.06%	89
2024 Q4	$248K	Buy	5,150 +83	+2%	+$3.99K	0.06%	88
2024 Q3	$239K	Buy	5,067 +86	+2%	+$4.07K	0.06%	92
2024 Q2	$239K	Buy	4,981 +81	+2%	+$3.79K	0.06%	90
2024 Q1	$233K	Buy	+4,900	New	+$220K	0.06%	89

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Long Run Wealth Advisors's AMLP Position: Q2 2025 in Review

Long Run Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 5,230 shares — an estimated $272K sold.

Long Run Wealth Advisors first reported a position in AMLP in Q1 2024 and held it in 5 quarters. The position peaked at $272K in Q1 2025. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Long Run Wealth Advisors reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
Long Run Wealth Advisors sold 5,230 Alerian MLP ETF shares in Q2 2025, an estimated $272K.
Long Run Wealth Advisors first reported a position in Alerian MLP ETF in Q1 2024 and held it in 5 quarters.
Long Run Wealth Advisors's Alerian MLP ETF position peaked at $272K in Q1 2025.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Long Run Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.