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Principia Wealth Advisory’s Alerian MLP ETF AMLP Stock Holding History

Principia Wealth Advisory’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
-408
Closed -$19.9K – 969
2025
Q2 		$19.9K Hold
408
– – 0.02% 136
2025
Q1 		$19.2K Sell
408
-378
-48% -$19.4K 0.02% 110
2024
Q4 		$37.9K Buy
+786
New +$37.8K 0.04% 89

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Principia Wealth Advisory's AMLP Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 408 shares — an estimated $19.9K sold.

Principia Wealth Advisory first reported a position in AMLP in Q4 2024 and held it in 3 quarters. The position peaked at $37.9K in Q4 2024. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

  • Principia Wealth Advisory reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 408 Alerian MLP ETF shares in Q3 2025, an estimated $19.9K.
  • Principia Wealth Advisory first reported a position in Alerian MLP ETF in Q4 2024 and held it in 3 quarters.
  • Principia Wealth Advisory's Alerian MLP ETF position peaked at $37.9K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.