Primoris Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Primoris 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	-39,212	Closed	-$1.89M	–	96
2024 Q4	$1.89M	Buy	39,212 +4,907	+14%	+$236K	1.44%	24
2024 Q3	$1.62M	Sell	34,305 -7,031	-17%	-$333K	1.17%	30
2024 Q2	$1.98M	Buy	41,336 +12,198	+42%	+$570K	1.58%	18
2024 Q1	$1.36M	Buy	29,138 +7,399	+34%	+$332K	1.09%	32
2023 Q4	$924K	Buy	+21,739	New	+$922K	0.87%	38

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

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

AIM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Primoris Wealth Advisors's AMLP Position: Q1 2025 in Review

Primoris Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 39,212 shares — an estimated $1.89M sold.

Primoris Wealth Advisors first reported a position in AMLP in Q4 2023 and held it in 5 quarters. The position peaked at $1.98M in Q2 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Primoris Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Primoris Wealth Advisors sold 39,212 Alerian MLP ETF shares in Q1 2025, an estimated $1.89M.
Primoris Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2023 and held it in 5 quarters.
Primoris Wealth Advisors's Alerian MLP ETF position peaked at $1.98M in Q2 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Primoris Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.