McKinley Carter Wealth Services’s Alerian MLP ETF AMLP Stock Holding History

McKinley Carter Wealth Services’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	-4,720	Closed	-$245K	–	308
2025 Q1	$245K	Hold	4,720	–	–	0.02%	274
2024 Q4	$227K	Hold	4,720	–	–	0.01%	275
2024 Q3	$222K	Hold	4,720	–	–	0.01%	292
2024 Q2	$226K	Hold	4,720	–	–	0.01%	286
2024 Q1	$224K	Hold	4,720	–	–	0.02%	285
2023 Q4	$201K	Buy	+4,720	New	+$200K	0.01%	299
2021 Q3	–	Sell	-8,623	Closed	-$314K	–	285
2021 Q2	$314K	Sell	8,623 -180	-2%	-$6.18K	0.03%	237
2021 Q1	$268K	Buy	8,803 +196	+2%	+$5.72K	0.02%	249
2020 Q4	$221K	Buy	+8,607	New	+$207K	0.03%	241

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

McKinley Carter Wealth Services's AMLP Position: Q2 2025 in Review

McKinley Carter Wealth Services sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 4,720 shares — an estimated $245K sold.

McKinley Carter Wealth Services first reported a position in AMLP in Q4 2020 and held it in 9 quarters. The position peaked at $314K in Q2 2021. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

McKinley Carter Wealth Services reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,720 Alerian MLP ETF shares in Q2 2025, an estimated $245K.
McKinley Carter Wealth Services first reported a position in Alerian MLP ETF in Q4 2020 and held it in 9 quarters.
McKinley Carter Wealth Services's Alerian MLP ETF position peaked at $314K in Q2 2021.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2025, filed 24 Jul 2025.