Schechter Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Schechter 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 Q1	–	Sell	-54,505	Closed	-$2.62M	–	635
2024 Q4	$2.62M	Sell	54,505 -3,215	-6%	-$155K	0.2%	102
2024 Q3	$2.72M	Sell	57,720 -2,076	-3%	-$98.2K	0.2%	94
2024 Q2	$2.87M	Hold	59,796	–	–	0.22%	86
2024 Q1	$2.84M	Hold	59,796	–	–	0.21%	86
2023 Q4	$2.54M	Sell	59,796 -6,545	-10%	-$278K	0.22%	84
2023 Q3	$2.8M	Hold	66,341	–	–	0.27%	66
2023 Q2	$2.6M	Sell	66,341 -2,620	-4%	-$102K	0.23%	79
2023 Q1	$2.67M	Buy	+68,961	New	+$2.7M	0.25%	78

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

Schechter Investment Advisors's AMLP Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 54,505 shares — an estimated $2.62M sold.

Schechter Investment Advisors first reported a position in AMLP in Q1 2023 and held it in 8 quarters. The position peaked at $2.87M in Q2 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Schechter Investment Advisors reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 54,505 Alerian MLP ETF shares in Q1 2025, an estimated $2.62M.
Schechter Investment Advisors first reported a position in Alerian MLP ETF in Q1 2023 and held it in 8 quarters.
Schechter Investment Advisors's Alerian MLP ETF position peaked at $2.87M in Q2 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

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