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Optimum Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Optimum Investment 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
2025
Q3 		$46.9K Hold
1,000
– – 0.02% 359
2025
Q2 		$48.9K Hold
1,000
– – 0.02% 348
2025
Q1 		$51.9K Hold
1,000
– – 0.02% 330
2024
Q4 		$48.2K Hold
1,000
– – 0.02% 347
2024
Q3 		$47.1K Sell
1,000
-400
-29% -$18.9K 0.02% 361
2024
Q2 		$67.2K Buy
1,400
+400
+40% +$18.7K 0.03% 322
2024
Q1 		$47.5K Hold
1,000
– – 0.02% 374
2023
Q4 		$42.5K Hold
1,000
– – 0.02% 372
2023
Q3 		$42.2K Hold
1,000
– – 0.02% 384
2023
Q2 		$39.2K Hold
1,000
– – 0.02% 402
2023
Q1 		$38.6K Hold
1,000
– – 0.02% 404
2022
Q4 		$38.1K Sell
1,000
-100
-9% -$3.93K 0.02% 417
2022
Q3 		$40K Hold
1,100
– – 0.02% 411
2022
Q2 		$38K Buy
1,100
+1,000
+1,000% +$38.4K 0.02% 437
2022
Q1 		$4K Hold
100
– – ﹤0.01% 745
2021
Q4 		$3K Sell
100
-300
-75% -$10.2K ﹤0.01% 759
2021
Q3 		$13K Sell
400
-580
-59% -$19.4K 0.01% 645
2021
Q2 		$36K Hold
980
– – 0.01% 571
2021
Q1 		$30K Sell
980
-660
-40% -$19.3K 0.01% 598
2020
Q4 		$42K Sell
1,640
-1,258
-43% -$30.2K 0.01% 504
2020
Q3 		$58K Sell
2,898
-618
-18% -$14.3K 0.02% 419
2020
Q2 		$87K Sell
3,516
-1,338
-28% -$32.8K 0.03% 347
2020
Q1 		$83K Sell
4,854
-1,876
-28% -$63.5K 0.03% 340
2019
Q4 		$286K Sell
6,730
-457
-6% -$19.2K 0.08% 220
2019
Q3 		$328K Buy
7,187
+119
+2% +$5.63K 0.1% 199
2019
Q2 		$348K Buy
7,068
+1,344
+23% +$66.5K 0.11% 188
2019
Q1 		$287K Sell
5,724
-216
-4% -$10.6K 0.09% 217
2018
Q4 		$259K Sell
5,940
-410
-6% -$20.1K 0.09% 211
2018
Q3 		$339K Sell
6,350
-34
-0.5% -$1.83K 0.09% 209
2018
Q2 		$322K Sell
6,384
-14
-0.2% -$710 0.09% 215
2018
Q1 		$300K Sell
6,398
-114
-2% -$6.09K 0.09% 225
2017
Q4 		$351K Sell
6,512
-99
-1% -$5.3K 0.11% 202
2017
Q3 		$371K Buy
6,611
+2
+0% +$114 0.12% 202
2017
Q2 		$395K Hold
6,609
– – 0.14% 191
2017
Q1 		$420K Buy
6,609
+1
+0% +$64 0.15% 184
2016
Q4 		$416K Buy
6,608
+2
+0% +$124 0.16% 179
2016
Q3 		$419K Buy
6,606
+1
+0% +$63 0.16% 180
2016
Q2 		$420K Sell
6,605
-458
-6% -$27.6K 0.16% 171
2016
Q1 		$386K Sell
7,063
-217
-3% -$11K 0.15% 177
2015
Q4 		$439K Buy
7,280
+201
+3% +$12.6K 0.17% 168
2015
Q3 		$442K Buy
+7,079
New +$515K 0.18% 156
2015
Q1 		$629K Sell
7,596
-8,798
-54% -$743K 0.2% 134
2014
Q4 		$722K Buy
16,394
+7,601
+86% +$689K 0.23% 114
2014
Q3 		$843K Buy
8,793
+81
+0.9% +$7.66K 0.28% 97
2014
Q2 		$828K Buy
8,712
+2,164
+33% +$197K 0.27% 104
2014
Q1 		$578K Sell
6,548
-160
-2% -$14K 0.22% 130
2013
Q4 		$597K Sell
6,708
-100
-1% -$8.77K 0.22% 122
2013
Q3 		$599K Buy
+6,808
New +$601K 0.25% 115

Other funds holding AMLP

Morgan Stanley
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Optimum Investment Advisors's AMLP Position: Q3 2025 in Review

Optimum Investment Advisors held its Alerian MLP ETF (AMLP) position steady in Q3 2025 at 1,000 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #359.

Optimum Investment Advisors first reported a position in AMLP in Q3 2013 and has held it in 48 quarters since. The position peaked at $843K in Q3 2014. 731 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

  • Optimum Investment Advisors held 1,000 shares of Alerian MLP ETF worth $46.9K as of Q3 2025.
  • Optimum Investment Advisors left its Alerian MLP ETF share count unchanged in Q3 2025.
  • Alerian MLP ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #359 holding.
  • Optimum Investment Advisors first reported a position in Alerian MLP ETF in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Alerian MLP ETF position peaked at $843K in Q3 2014.
  • 731 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.