MB, Levis & Associates’s Alerian MLP ETF AMLP Stock Holding History

MB, Levis & Associates’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	-2,100	Closed	-$103K	–	246
2025 Q2	$103K	Hold	2,100	–	–	0.05%	87
2025 Q1	$109K	Buy	2,100 +39	+2%	+$2K	0.05%	81
2024 Q4	$99.3K	Buy	2,061 +40	+2%	+$1.92K	0.05%	83
2024 Q3	$95.3K	Buy	+2,021	New	+$95.6K	0.05%	86

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

MB, Levis & Associates's AMLP Position: Q3 2025 in Review

MB, Levis & Associates sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 2,100 shares — an estimated $103K sold.

MB, Levis & Associates first reported a position in AMLP in Q3 2024 and held it in 4 quarters. The position peaked at $109K in Q1 2025. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

MB, Levis & Associates reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 2,100 Alerian MLP ETF shares in Q3 2025, an estimated $103K.
MB, Levis & Associates first reported a position in Alerian MLP ETF in Q3 2024 and held it in 4 quarters.
MB, Levis & Associates's Alerian MLP ETF position peaked at $109K in Q1 2025.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.