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Pacific Capital Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-367
Closed -$17.7K – 101
2024
Q4 		$17.7K Sell
367
-64
-15% -$3.08K ﹤0.01% 230
2024
Q3 		$20.3K Hold
431
– – ﹤0.01% 237
2024
Q2 		$20.7K Hold
431
– – ﹤0.01% 234
2024
Q1 		$20.5K Hold
431
– – ﹤0.01% 187
2023
Q4 		$18.3K Buy
+431
New +$18.3K ﹤0.01% 198

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

Pacific Capital Wealth Advisors's AMLP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 367 shares — an estimated $17.7K sold.

Pacific Capital Wealth Advisors first reported a position in AMLP in Q4 2023 and held it in 5 quarters. The position peaked at $20.7K in Q2 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 367 Alerian MLP ETF shares in Q1 2025, an estimated $17.7K.
  • Pacific Capital Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Alerian MLP ETF position peaked at $20.7K in Q2 2024.
  • 737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.