Oak Family Advisors’s Alerian MLP ETF AMLP Stock Holding History

Oak Family Advisors’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
2026 Q1	$5M	Sell	94,905 -24,573	-21%	-$1.25M	1.54%	27
2025 Q4	$5.62M	Sell	119,478 -28,048	-19%	-$1.31M	1.72%	25
2025 Q3	$6.92M	Buy	147,526 +109,572	+289%	+$5.3M	2.24%	16
2025 Q2	$1.85M	Buy	37,954 +66	+0.2%	+$3.2K	0.67%	44
2025 Q1	$1.97M	Buy	37,888 +16,446	+77%	+$844K	0.82%	44
2024 Q4	$1.03M	Buy	21,442 +1,087	+5%	+$52.2K	0.4%	57
2024 Q3	$959K	Buy	20,355 +1,770	+10%	+$83.7K	0.35%	65
2024 Q2	$892K	Buy	18,585 +70	+0.4%	+$3.27K	0.34%	64
2024 Q1	$879K	Sell	18,515 -75	-0.4%	-$3.37K	0.34%	63
2023 Q4	$790K	Buy	18,590 +272	+1%	+$11.5K	0.33%	66
2023 Q3	$773K	Sell	18,318 -100	-0.5%	-$4.1K	0.37%	57
2023 Q2	$722K	Buy	18,418 +248	+1%	+$9.62K	0.34%	61
2023 Q1	$702K	Sell	18,170 -11,310	-38%	-$443K	0.35%	62
2022 Q4	$1.12M	Sell	29,480 -50,141	-63%	-$1.97M	0.6%	47
2022 Q3	$2.91M	Sell	79,621 -22,668	-22%	-$863K	1.89%	18
2022 Q2	$3.52M	Buy	102,289 +34,688	+51%	+$1.33M	2.06%	14
2022 Q1	$2.59M	Buy	+67,601	New	+$2.49M	1.31%	23

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Creative Planning

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