Salomon & Ludwin’s Alerian MLP ETF AMLP Stock Holding History

Salomon & Ludwin’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 Q4	–	Sell	-2,000	Closed	-$93.3K	–	2139
2025 Q3	$93.3K	Hold	2,000	–	–	0.01%	234
2025 Q2	$97.9K	Buy	+2,000	New	+$97K	0.01%	192

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

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

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

AIM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Salomon & Ludwin's AMLP Position: Q4 2025 in Review

Salomon & Ludwin sold out of Alerian MLP ETF (AMLP) in Q4 2025, closing a stake of 2,000 shares — an estimated $93.3K sold.

Salomon & Ludwin first reported a position in AMLP in Q2 2025 and held it in 2 quarters. The position peaked at $97.9K in Q2 2025. 778 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

Salomon & Ludwin reported no remaining Alerian MLP ETF position as of Q4 2025 after selling out during the quarter.
Salomon & Ludwin sold 2,000 Alerian MLP ETF shares in Q4 2025, an estimated $93.3K.
Salomon & Ludwin first reported a position in Alerian MLP ETF in Q2 2025 and held it in 2 quarters.
Salomon & Ludwin's Alerian MLP ETF position peaked at $97.9K in Q2 2025.
778 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Salomon & Ludwin's 13F filing for Q4 2025, filed 28 Jan 2026.