Palisades Hudson Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Palisades Hudson Asset Management’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	–	Sell	-4,500	Closed	-$220K	–	108
2025 Q2	$220K	Buy	4,500 +88	+2%	+$4.27K	0.09%	99
2025 Q1	$229K	Buy	4,412 +81	+2%	+$4.16K	0.1%	88
2024 Q4	$209K	Buy	4,331 +84	+2%	+$4.04K	0.09%	99
2024 Q3	$200K	Buy	+4,247	New	+$201K	0.08%	101

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Palisades Hudson Asset Management's AMLP Position: Q3 2025 in Review

Palisades Hudson Asset Management sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 4,500 shares — an estimated $220K sold.

Palisades Hudson Asset Management first reported a position in AMLP in Q3 2024 and held it in 4 quarters. The position peaked at $229K in Q1 2025. 730 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Palisades Hudson Asset Management reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Palisades Hudson Asset Management sold 4,500 Alerian MLP ETF shares in Q3 2025, an estimated $220K.
Palisades Hudson Asset Management first reported a position in Alerian MLP ETF in Q3 2024 and held it in 4 quarters.
Palisades Hudson Asset Management's Alerian MLP ETF position peaked at $229K in Q1 2025.
730 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.