Nicolet Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Nicolet Advisory 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 Q4	$7.79M	Sell	160,871 -53,450	-25%	-$2.5M	0.52%	35
2025 Q3	$9.96M	Buy	214,321 +5,838	+3%	+$282K	0.77%	29
2025 Q2	$10.3M	Buy	208,483 +9,800	+5%	+$475K	0.88%	25
2025 Q1	$9.1M	Sell	198,683 -4,010	-2%	-$206K	0.9%	26
2024 Q4	$9.97M	Sell	202,693 -2,482	-1%	-$119K	0.92%	27
2024 Q3	$9.74M	Buy	205,175 +2,449	+1%	+$116K	0.92%	24
2024 Q2	$9.76M	Buy	202,726 +14,193	+8%	+$663K	0.93%	25
2024 Q1	$8.93M	Buy	188,533 +560	+0.3%	+$25.2K	0.91%	23
2023 Q4	$8.08M	Sell	187,973 -24,660	-12%	-$1.05M	0.87%	24
2023 Q3	$8.61M	Buy	212,633 +7,637	+4%	+$313K	0.95%	23
2023 Q2	$8.04M	Buy	204,996 +3,484	+2%	+$135K	0.88%	24
2023 Q1	$7.85M	Sell	201,512 -11,649	-5%	-$457K	0.9%	20
2022 Q4	$8.48M	Buy	213,161 +2,326	+1%	+$91.4K	1.12%	15
2022 Q3	$7.86M	Sell	210,835 -11,181	-5%	-$425K	1.28%	12
2022 Q2	$7.74M	Sell	222,016 -7,676	-3%	-$295K	1.15%	15
2022 Q1	$8.95M	Sell	229,692 -2,811	-1%	-$103K	1.17%	13
2021 Q4	$7.61M	Sell	232,503 -5,972	-3%	-$202K	0.94%	19
2021 Q3	$7.95M	Buy	238,475 +13,175	+6%	+$440K	1.01%	19
2021 Q2	$8.2M	Sell	225,300 -25,766	-10%	-$884K	1.07%	19
2021 Q1	$7.66M	Sell	251,066 -15,942	-6%	-$466K	1.07%	20
2020 Q4	$6.85M	Buy	267,008 +8,329	+3%	+$200K	0.96%	20
2020 Q3	$5.17M	Buy	258,679 +30,675	+13%	+$710K	0.8%	24
2020 Q2	$5.63M	Buy	228,004 +75,583	+50%	+$1.85M	0.86%	25
2020 Q1	$2.62M	Buy	152,421 +110,884	+267%	+$3.76M	0.46%	38
2019 Q4	$1.76M	Buy	41,537 +30,489	+276%	+$1.28M	0.28%	46
2019 Q3	$505K	Buy	+11,048	New	+$523K	0.08%	91

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

Nicolet Advisory Services's AMLP Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Alerian MLP ETF (AMLP) stake by 25% in Q4 2025, selling an estimated $2.5M and leaving 160,871 shares worth $7.79M. The position accounts for 0.52% of the portfolio, ranked #35.

Nicolet Advisory Services first reported a position in AMLP in Q3 2019 and has held it in 26 quarters since. The position peaked at $10.3M in Q2 2025. 775 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

Nicolet Advisory Services held 160,871 shares of Alerian MLP ETF worth $7.79M as of Q4 2025.
Nicolet Advisory Services sold 53,450 Alerian MLP ETF shares in Q4 2025, an estimated $2.5M.
Alerian MLP ETF made up 0.52% of Nicolet Advisory Services's portfolio in Q4 2025, its #35 holding.
Nicolet Advisory Services first reported a position in Alerian MLP ETF in Q3 2019 and has held it in 26 quarters since.
Nicolet Advisory Services's Alerian MLP ETF position peaked at $10.3M in Q2 2025.
775 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.