Summit Securities Group’s Alerian MLP ETF AMLP Stock Holding History

Summit Securities Group’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 Q2	–	Sell	-1,300	Closed	-$67.5K	–	1071
2025 Q1	$67.5K	Buy	1,300 +800	+160%	+$41.1K	0.01%	275
2024 Q4	$24.1K	Buy	+500	New	+$24K	0.01%	355
2024 Q2	–	Sell	-1,000	Closed	-$47K	–	564
2024 Q1	$47K	Buy	+1,000	New	+$44.9K	0.01%	260
2023 Q2	–	Sell	-2,900	Closed	-$112K	–	869
2023 Q1	$112K	Buy	2,900 +2,505	+634%	+$98.2K	0.01%	277
2022 Q4	$15K	Sell	395 -405	-51%	-$15.9K	﹤0.01%	950
2022 Q3	$29K	Sell	800 -3,700	-82%	-$141K	﹤0.01%	676
2022 Q2	$155K	Buy	4,500 +1,900	+73%	+$72.9K	0.02%	339
2022 Q1	$100K	Buy	+2,600	New	+$95.7K	0.01%	502
2020 Q1	–	Sell	-2,880	Closed	-$122K	–	286
2019 Q4	$122K	Sell	2,880 -1,820	-39%	-$76.4K	0.01%	416
2019 Q3	$215K	Sell	4,700 -1,360	-22%	-$64.3K	0.02%	299
2019 Q2	$298K	Sell	6,060 -3,620	-37%	-$179K	0.03%	258
2019 Q1	$485K	Sell	9,680 -21,780	-69%	-$1.07M	0.09%	119
2018 Q4	$1.37M	Buy	31,460 +19,840	+171%	+$973K	0.12%	111
2018 Q3	$621K	Buy	+11,620	New	+$627K	0.23%	70
2016 Q3	–	Sell	-2,300	Closed	-$146K	–	155
2016 Q2	$146K	Buy	+2,300	New	+$139K	0.08%	208

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Summit Securities Group's AMLP Position: Q2 2025 in Review

Summit Securities Group sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 1,300 shares — an estimated $67.5K sold.

Summit Securities Group first reported a position in AMLP in Q2 2016 and held it in 15 quarters. The position peaked at $1.37M in Q4 2018. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Summit Securities Group reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 1,300 Alerian MLP ETF shares in Q2 2025, an estimated $67.5K.
Summit Securities Group first reported a position in Alerian MLP ETF in Q2 2016 and held it in 15 quarters.
Summit Securities Group's Alerian MLP ETF position peaked at $1.37M in Q4 2018.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.