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Orion Portfolio Solutions’s Alerian MLP ETF AMLP Stock Holding History

Orion Portfolio Solutions’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
Q1 		$12.7M Buy
243,909
+8,753
+4% +$449K 0.12% 143
2024
Q4 		$11.3M Sell
235,156
-56,621
-19% -$2.72M 0.11% 166
2024
Q3 		$13.8M Sell
291,777
-3,892
-1% -$184K 0.14% 144
2024
Q2 		$14.2M Buy
295,669
+6,141
+2% +$287K 0.15% 135
2024
Q1 		$13.7M Buy
289,528
+251,483
+661% +$11.3M 0.15% 141
2023
Q4 		$1.63M Buy
38,045
+612
+2% +$25.9K 0.02% 730
2023
Q3 		$1.58M Buy
37,433
+16,646
+80% +$683K 0.02% 714
2023
Q2 		$815K Buy
20,787
+5,909
+40% +$229K 0.01% 1032
2023
Q1 		$575K Sell
14,878
-2,279
-13% -$89.3K 0.01% 1091
2022
Q4 		$653K Buy
17,157
+5,139
+43% +$202K 0.02% 418
2022
Q3 		$439K Buy
12,018
+2,931
+32% +$112K 0.02% 463
2022
Q2 		$313K Buy
9,087
+622
+7% +$23.9K 0.01% 535
2022
Q1 		$324K Sell
8,465
-223
-3% -$8.2K 0.01% 558
2021
Q4 		$284K Buy
+8,688
New +$294K 0.01% 588
2020
Q3 		– Sell
-10,671
Closed -$263K – 503
2020
Q2 		$263K Sell
10,671
-316
-3% -$7.74K 0.01% 345
2020
Q1 		$189K Sell
10,987
-10,287
-48% -$348K 0.01% 328
2019
Q4 		$904K Buy
+21,274
New +$893K 0.07% 143

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
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
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's AMLP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Alerian MLP ETF (AMLP) stake by 3.7% in Q1 2025, buying an estimated $449K and bringing the position to 243,909 shares worth $12.7M. The position accounts for 0.12% of the portfolio, ranked #143.

Orion Portfolio Solutions first reported a position in AMLP in Q4 2019 and has held it in 17 quarters since. The position peaked at $14.2M in Q2 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

  • Orion Portfolio Solutions held 243,909 shares of Alerian MLP ETF worth $12.7M as of Q1 2025.
  • Orion Portfolio Solutions bought 8,753 Alerian MLP ETF shares in Q1 2025, an estimated $449K.
  • Alerian MLP ETF made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #143 holding.
  • Orion Portfolio Solutions first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's Alerian MLP ETF position peaked at $14.2M in Q2 2024.
  • 737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.