Rational Advisors’s Alerian MLP ETF AMLP Stock Holding History

Rational 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	-1,116,290	Closed	-$53.8M	–	116
2024 Q4	$53.8M	Sell	1,116,290 -131,890	-11%	-$6.34M	5.26%	6
2024 Q3	$58.8M	Sell	1,248,180 -33,496	-3%	-$1.58M	5.66%	5
2024 Q2	$61.5M	Sell	1,281,676 -89,250	-7%	-$4.17M	6%	4
2024 Q1	$65.1M	Sell	1,370,926 -89,408	-6%	-$4.02M	6.03%	4
2023 Q4	$62.1M	Sell	1,460,334 -228,416	-14%	-$9.69M	6.32%	4
2023 Q3	$71.3M	Sell	1,688,750 -273,663	-14%	-$11.2M	6.45%	4
2023 Q2	$76.9M	Buy	1,962,413 +59,131	+3%	+$2.29M	6.37%	4
2023 Q1	$73.6M	Sell	1,903,282 -106,944	-5%	-$4.19M	6.01%	5
2022 Q4	$76.5M	Sell	2,010,226 -231,932	-10%	-$9.12M	6.34%	4
2022 Q3	$82M	Sell	2,242,158 -146,715	-6%	-$5.58M	6.47%	4
2022 Q2	$82.3M	Sell	2,388,873 -548,634	-19%	-$21.1M	5.92%	6
2022 Q1	$113M	Buy	+2,937,507	New	+$108M	6.66%	4
2019 Q4	–	Sell	-9,302	Closed	-$425K	–	534
2019 Q3	$425K	Buy	9,302 +5,672	+156%	+$268K	0.16%	145
2019 Q2	$179K	Sell	3,630 -4,072	-53%	-$201K	0.06%	232
2019 Q1	$386K	Sell	7,702 -6,068	-44%	-$297K	0.1%	151
2018 Q4	$601K	Sell	13,770 -8,397	-38%	-$412K	0.19%	109
2018 Q3	$1.18M	Sell	22,167 -10,113	-31%	-$545K	0.28%	91
2018 Q2	$1.63M	Buy	32,280 +4,080	+14%	+$207K	0.77%	42
2018 Q1	$1.32M	Buy	+28,200	New	+$1.51M	0.62%	49

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

Rational Advisors's AMLP Position: Q1 2025 in Review

Rational Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 1,116,290 shares — an estimated $53.8M sold.

Rational Advisors first reported a position in AMLP in Q1 2018 and held it in 19 quarters. The position peaked at $113M in Q1 2022. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Rational Advisors reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Rational Advisors sold 1,116,290 Alerian MLP ETF shares in Q1 2025, an estimated $53.8M.
Rational Advisors first reported a position in Alerian MLP ETF in Q1 2018 and held it in 19 quarters.
Rational Advisors's Alerian MLP ETF position peaked at $113M in Q1 2022.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Rational Advisors's 13F filing for Q1 2025, filed 1 May 2025.