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Moloney Securities Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Moloney Securities Asset Management’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
-9,659
Closed -$472K – 492
2025
Q2 		$472K Sell
9,659
-2,170
-18% -$105K 0.06% 278
2025
Q1 		$614K Buy
11,829
+4,579
+63% +$235K 0.08% 228
2024
Q4 		$349K Sell
7,250
-8,040
-53% -$386K 0.05% 318
2024
Q3 		$721K Buy
15,290
+147
+1% +$6.95K 0.1% 231
2024
Q2 		$727K Buy
15,143
+63
+0.4% +$2.94K 0.11% 215
2024
Q1 		$716K Sell
15,080
-2,973
-16% -$134K 0.11% 212
2023
Q4 		$768K Sell
18,053
-2,367
-12% -$100K 0.12% 196
2023
Q3 		$862K Sell
20,420
-3,385
-14% -$139K 0.16% 153
2023
Q2 		$933K Buy
23,805
+2,082
+10% +$80.7K 0.17% 147
2023
Q1 		$840K Buy
21,723
+892
+4% +$35K 0.16% 158
2022
Q4 		$793K Buy
20,831
+1,252
+6% +$49.2K 0.18% 155
2022
Q3 		$716K Buy
+19,579
New +$745K 0.17% 155
2020
Q2 		– Sell
-6,786
Closed -$117K – 307
2020
Q1 		$117K Buy
6,786
+213
+3% +$7.21K 0.04% 258
2019
Q4 		$279K Buy
6,573
+1,894
+40% +$79.5K 0.09% 261
2019
Q3 		$214K Buy
4,679
+638
+16% +$30.2K 0.07% 288
2019
Q2 		$199K Buy
4,041
+23
+0.6% +$1.14K 0.07% 291
2019
Q1 		$201K Sell
4,018
-845
-17% -$41.4K 0.07% 276
2018
Q4 		$212K Buy
4,863
+622
+15% +$30.5K 0.09% 249
2018
Q3 		$226K Sell
4,241
-152
-3% -$8.2K 0.08% 252
2018
Q2 		$222K Sell
4,393
-1,117
-20% -$56.6K 0.08% 256
2018
Q1 		$258K Sell
5,510
-7,633
-58% -$408K 0.1% 229
2017
Q4 		$709K Sell
13,143
-1,409
-10% -$75.4K 0.3% 112
2017
Q3 		$816K Buy
14,552
+167
+1% +$9.55K 0.36% 82
2017
Q2 		$860K Buy
14,385
+1,098
+8% +$66.9K 0.43% 68
2017
Q1 		$844K Buy
13,287
+2,597
+24% +$167K 0.44% 69
2016
Q4 		$673K Buy
+10,690
New +$660K 0.41% 72

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

Moloney Securities Asset Management's AMLP Position: Q3 2025 in Review

Moloney Securities Asset Management sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 9,659 shares — an estimated $472K sold.

Moloney Securities Asset Management first reported a position in AMLP in Q4 2016 and held it in 26 quarters. The position peaked at $933K in Q2 2023. 731 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

  • Moloney Securities Asset Management reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 9,659 Alerian MLP ETF shares in Q3 2025, an estimated $472K.
  • Moloney Securities Asset Management first reported a position in Alerian MLP ETF in Q4 2016 and held it in 26 quarters.
  • Moloney Securities Asset Management's Alerian MLP ETF position peaked at $933K in Q2 2023.
  • 731 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.