Northstar Advisory Group’s Alerian MLP ETF AMLP Stock Holding History

Northstar Advisory 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 Q2	–	Sell	-11,500	Closed	-$597K	–	101
2025 Q1	$597K	Buy	+11,500	New	+$590K	0.39%	57

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

Northstar Advisory Group's AMLP Position: Q2 2025 in Review

Northstar Advisory Group sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 11,500 shares — an estimated $597K sold.

Northstar Advisory Group first reported a position in AMLP in Q1 2025 and held it in 1 quarter. The position peaked at $597K in Q1 2025. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Northstar Advisory Group reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
Northstar Advisory Group sold 11,500 Alerian MLP ETF shares in Q2 2025, an estimated $597K.
Northstar Advisory Group first reported a position in Alerian MLP ETF in Q1 2025 and held it in 1 quarter.
Northstar Advisory Group's Alerian MLP ETF position peaked at $597K in Q1 2025.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Northstar Advisory Group's 13F filing for Q2 2025, filed 8 Jul 2025.