SFI Advisors’s Alerian MLP ETF AMLP Stock Holding History

SFI 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	-5,134	Closed	-$247K	–	73
2024 Q4	$247K	Buy	+5,134	New	+$247K	0.17%	66
2022 Q1	–	Sell	-15,336	Closed	-$609K	–	66
2021 Q4	$609K	Buy	+15,336	New	+$519K	0.54%	34

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

SFI Advisors's AMLP Position: Q1 2025 in Review

SFI Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 5,134 shares — an estimated $247K sold.

SFI Advisors first reported a position in AMLP in Q4 2021 and held it in 2 quarters. The position peaked at $609K in Q4 2021. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

SFI Advisors reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
SFI Advisors sold 5,134 Alerian MLP ETF shares in Q1 2025, an estimated $247K.
SFI Advisors first reported a position in Alerian MLP ETF in Q4 2021 and held it in 2 quarters.
SFI Advisors's Alerian MLP ETF position peaked at $609K in Q4 2021.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

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