ORG Partners’s Alerian MLP ETF AMLP Stock Holding History

ORG Partners’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 Q4	$6.33M	Sell	134,523 -12,261	-8%	-$574K	1.11%	15
2025 Q3	$6.84M	Sell	146,784 -20,290	-12%	-$981K	1.25%	12
2025 Q2	$8.08M	Sell	167,074 -6,562	-4%	-$318K	1.72%	8
2025 Q1	$8.77M	Buy	173,636 +79,767	+85%	+$4.1M	2.16%	6
2024 Q4	$4.52M	Buy	93,869 +65,770	+234%	+$3.16M	0.61%	38
2024 Q3	$1.32M	Buy	28,099 +21,413	+320%	+$1.01M	0.21%	88
2024 Q2	$322K	Buy	+6,686	New	+$312K	0.04%	317
2024 Q1	–	Sell	-8,797	Closed	-$374K	–	566
2023 Q4	$374K	Buy	8,797 +4,381	+99%	+$186K	0.06%	209
2023 Q3	$186K	Sell	4,416 -3,481	-44%	-$143K	0.06%	291
2023 Q2	$311K	Buy	+7,897	New	+$306K	0.05%	300

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

ORG Partners's AMLP Position: Q4 2025 in Review

ORG Partners reduced its Alerian MLP ETF (AMLP) stake by 8.4% in Q4 2025, selling an estimated $574K and leaving 134,523 shares worth $6.33M. The position accounts for 1.11% of the portfolio, ranked #15.

ORG Partners first reported a position in AMLP in Q2 2023 and has held it in 10 quarters since. The position peaked at $8.77M in Q1 2025. 775 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

ORG Partners held 134,523 shares of Alerian MLP ETF worth $6.33M as of Q4 2025.
ORG Partners sold 12,261 Alerian MLP ETF shares in Q4 2025, an estimated $574K.
Alerian MLP ETF made up 1.11% of ORG Partners's portfolio in Q4 2025, its #15 holding.
ORG Partners first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Alerian MLP ETF position peaked at $8.77M in Q1 2025.
775 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.