Oliver Luxxe Assets’s Alerian MLP ETF AMLP Stock Holding History

Oliver Luxxe Assets’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	-4,500	Closed	-$234K	–	184
2025 Q1	$234K	Buy	+4,500	New	+$231K	0.04%	180
2017 Q2	–	Sell	-69,890	Closed	-$4.44M	–	78
2017 Q1	$4.44M	Buy	69,890 +1,600	+2%	+$103K	2.96%	5
2016 Q4	$4.3M	Buy	68,290 +1,497	+2%	+$92.5K	2.97%	4
2016 Q3	$4.24M	Buy	66,793 +4,028	+6%	+$255K	3.32%	4
2016 Q2	$3.99M	Sell	62,765 -4,287	-6%	-$258K	3.39%	3
2016 Q1	$3.66M	Buy	67,052 +2,373	+4%	+$121K	3.75%	3
2015 Q4	$3.3M	Buy	+64,679	New	+$4.05M	2.95%	4

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

Oliver Luxxe Assets's AMLP Position: Q2 2025 in Review

Oliver Luxxe Assets sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 4,500 shares — an estimated $234K sold.

Oliver Luxxe Assets first reported a position in AMLP in Q4 2015 and held it in 7 quarters. The position peaked at $4.44M in Q1 2017. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Oliver Luxxe Assets reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
Oliver Luxxe Assets sold 4,500 Alerian MLP ETF shares in Q2 2025, an estimated $234K.
Oliver Luxxe Assets first reported a position in Alerian MLP ETF in Q4 2015 and held it in 7 quarters.
Oliver Luxxe Assets's Alerian MLP ETF position peaked at $4.44M in Q1 2017.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Oliver Luxxe Assets's 13F filing for Q2 2025, filed 14 Jul 2025.