Pin Oak Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Pin Oak Investment 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 Q3	–	Sell	-44	Closed	-$2K	–	500
2025 Q2	$2K	Hold	44	–	–	﹤0.01%	418
2025 Q1	$2K	Hold	44	–	–	﹤0.01%	405
2024 Q4	$2K	Hold	44	–	–	﹤0.01%	425
2024 Q3	$2K	Hold	44	–	–	﹤0.01%	427
2024 Q2	$2K	Hold	44	–	–	﹤0.01%	421
2024 Q1	$2K	Hold	44	–	–	﹤0.01%	420
2023 Q4	$2K	Sell	44 -236	-84%	-$10K	﹤0.01%	427
2023 Q3	$12K	Hold	280	–	–	0.01%	300
2023 Q2	$11K	Hold	280	–	–	0.01%	307
2023 Q1	$11K	Hold	280	–	–	0.01%	296
2022 Q4	$11K	Hold	280	–	–	0.01%	280
2022 Q3	$10K	Hold	280	–	–	0.01%	275
2022 Q2	$10K	Sell	280 -134	-32%	-$5.14K	0.01%	299
2022 Q1	$16K	Hold	414	–	–	0.02%	279
2021 Q4	$14K	Hold	414	–	–	0.01%	292
2021 Q3	$14K	Hold	414	–	–	0.02%	279
2021 Q2	$15K	Hold	414	–	–	0.02%	271
2021 Q1	$13K	Hold	414	–	–	0.01%	294
2020 Q4	$11K	Hold	414	–	–	0.01%	323
2020 Q3	$8K	Hold	414	–	–	0.01%	316
2020 Q2	$10K	Sell	414 -2	-0.5%	-$49	0.01%	292
2020 Q1	$7K	Hold	416	–	–	0.01%	316
2019 Q4	$18K	Sell	416 -236	-36%	-$9.91K	0.01%	270
2019 Q3	$30K	Hold	652	–	–	0.02%	220
2019 Q2	$32K	Hold	652	–	–	0.02%	224
2019 Q1	$33K	Hold	652	–	–	0.03%	206
2018 Q4	$28K	Buy	652 +134	+26%	+$6.57K	0.02%	214
2018 Q3	$28K	Hold	518	–	–	0.02%	228
2018 Q2	$26K	Sell	518 -460	-47%	-$23.3K	0.02%	242
2018 Q1	$46K	Hold	978	–	–	0.04%	195
2017 Q4	$53K	Buy	+978	New	+$52.3K	0.04%	187

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Pin Oak Investment Advisors's AMLP Position: Q3 2025 in Review

Pin Oak Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 44 shares — an estimated $2K sold.

Pin Oak Investment Advisors first reported a position in AMLP in Q4 2017 and held it in 31 quarters. The position peaked at $53K in Q4 2017. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Pin Oak Investment Advisors reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 44 Alerian MLP ETF shares in Q3 2025, an estimated $2K.
Pin Oak Investment Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 31 quarters.
Pin Oak Investment Advisors's Alerian MLP ETF position peaked at $53K in Q4 2017.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.