&Partners’s Alerian MLP ETF AMLP Stock Holding History

&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
2026 Q1	$5.82M	Sell	110,553 -247	-0.2%	-$12.6K	0.03%	479
2025 Q4	$5.21M	Buy	110,800 +6,610	+6%	+$309K	0.03%	478
2025 Q3	$4.89M	Buy	104,190 +4,250	+4%	+$206K	0.03%	427
2025 Q2	$4.88M	Buy	99,940 +8,243	+9%	+$400K	0.04%	371
2025 Q1	$4.77M	Buy	91,697 +61,658	+205%	+$3.17M	0.05%	304
2024 Q4	$1.46M	Buy	30,039 +3,795	+14%	+$182K	0.02%	612
2024 Q3	$1.24M	Buy	26,244 +20,578	+363%	+$973K	0.02%	489
2024 Q2	$272K	Buy	+5,666	New	+$265K	0.01%	747
2024 Q1	–	Sell	-6,186	Closed	-$263K	–	493
2023 Q4	$263K	Buy	+6,186	New	+$262K	0.06%	232
2020 Q2	–	Sell	-2,477	Closed	-$43K	–	132
2020 Q1	$43K	Buy	2,477 +469	+23%	+$15.9K	0.07%	135
2019 Q4	$85K	Buy	+2,008	New	+$84.3K	0.1%	150

Other funds holding AMLP

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $528B AUM 27.57% 1-Year Est. Return

Creative Planning

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