NBW Capital’s Alerian MLP ETF AMLP Stock Holding History

NBW Capital’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	$313K	Buy	+6,400	New	+$310K	0.07%	80

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

NBW Capital's AMLP Position: Q2 2025 in Review

NBW Capital opened a new position in Alerian MLP ETF (AMLP) in Q2 2025: 6,400 shares worth $313K. The stake represents 0.07% of the portfolio and ranks #80 among its holdings.

739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

NBW Capital held 6,400 shares of Alerian MLP ETF worth $313K as of Q2 2025.
Alerian MLP ETF was a new NBW Capital position in Q2 2025.
Alerian MLP ETF made up 0.07% of NBW Capital's portfolio in Q2 2025, its #80 holding.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.