Northeast Financial Consultants’s Alerian MLP ETF AMLP Stock Holding History

Northeast Financial Consultants’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	$251K	Buy	+5,134	New	+$249K	0.01%	266
2019 Q2	–	Sell	-2,420	Closed	-$121K	–	327
2019 Q1	$121K	Sell	2,420 -400	-14%	-$19.6K	0.01%	310
2018 Q4	$123K	Buy	2,820 +400	+17%	+$19.6K	0.02%	152
2018 Q3	$129K	Hold	2,420	–	–	0.04%	149
2018 Q2	$122K	Hold	2,420	–	–	0.04%	143
2018 Q1	$113K	Hold	2,420	–	–	0.04%	144
2017 Q4	$130K	Sell	2,420 -1,000	-29%	-$53.5K	0.04%	151
2017 Q3	$192K	Hold	3,420	–	–	0.07%	147
2017 Q2	$205K	Hold	3,420	–	–	0.08%	139
2017 Q1	$217K	Buy	+3,420	New	+$220K	0.09%	138
2016 Q3	–	Sell	-3,420	Closed	-$218K	–	157
2016 Q2	$218K	Hold	3,420	–	–	0.1%	132
2016 Q1	$187K	Hold	3,420	–	–	0.1%	127
2015 Q4	$206K	Buy	3,420 +800	+31%	+$50.1K	0.11%	122
2015 Q3	$163K	Buy	+2,620	New	+$191K	0.08%	134
2015 Q2	–	Sell	-2,690	Closed	-$223K	–	151
2015 Q1	$223K	Hold	2,690	–	–	0.1%	129
2014 Q4	$236K	Hold	2,690	–	–	0.12%	110
2014 Q3	$258K	Buy	+2,690	New	+$254K	0.14%	108

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

Northeast Financial Consultants's AMLP Position: Q2 2025 in Review

Northeast Financial Consultants opened a new position in Alerian MLP ETF (AMLP) in Q2 2025: 5,134 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Northeast Financial Consultants previously reported a position in AMLP as recently as Q1 2019.

Northeast Financial Consultants first reported a position in AMLP in Q3 2014 and has held it in 17 quarters since. The position peaked at $258K in Q3 2014. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Northeast Financial Consultants held 5,134 shares of Alerian MLP ETF worth $251K as of Q2 2025.
Alerian MLP ETF was a new Northeast Financial Consultants position in Q2 2025.
Alerian MLP ETF made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #266 holding.
Northeast Financial Consultants first reported a position in Alerian MLP ETF in Q3 2014 and has held it in 17 quarters since.
Northeast Financial Consultants's Alerian MLP ETF position peaked at $258K in Q3 2014.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.