Nalls Sherbakoff Group’s Alerian MLP ETF AMLP Stock Holding History

Nalls Sherbakoff Group’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 Q4	$261K	Buy	5,544 +275	+5%	+$12.9K	0.19%	83
2025 Q3	$247K	Buy	5,269 +7	+0.1%	+$338	0.17%	89
2025 Q2	$257K	Buy	5,262 +8	+0.2%	+$388	0.19%	80
2025 Q1	$273K	Buy	+5,254	New	+$270K	0.22%	71
2023 Q4	$230K	Buy	5,420 +7	+0.1%	+$297	0.21%	68
2023 Q3	$228K	Buy	5,413 +6	+0.1%	+$246	0.22%	64
2023 Q2	$203K	Buy	5,407 +7	+0.1%	+$271	0.2%	70
2023 Q1	$208K	Buy	+5,400	New	+$212K	0.21%	73
2018 Q4	$9K	Buy	+200	New	+$9.81K	0.01%	272

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Nalls Sherbakoff Group's AMLP Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Alerian MLP ETF (AMLP) stake by 5.2% in Q4 2025, buying an estimated $12.9K and bringing the position to 5,544 shares worth $261K. The position accounts for 0.19% of the portfolio, ranked #83.

Nalls Sherbakoff Group first reported a position in AMLP in Q4 2018 and has held it in 9 quarters since. The position peaked at $273K in Q1 2025. 775 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

Nalls Sherbakoff Group held 5,544 shares of Alerian MLP ETF worth $261K as of Q4 2025.
Nalls Sherbakoff Group bought 275 Alerian MLP ETF shares in Q4 2025, an estimated $12.9K.
Alerian MLP ETF made up 0.19% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #83 holding.
Nalls Sherbakoff Group first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Alerian MLP ETF position peaked at $273K in Q1 2025.
775 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.