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TFC Financial Management’s Alerian MLP ETF AMLP Stock Holding History

TFC Financial Management’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
-1,275
Closed -$59.8K – 968
2025
Q3 		$59.8K Buy
+1,275
New +$61.7K 0.01% 252

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TFC Financial Management's AMLP Position: Q4 2025 in Review

TFC Financial Management sold out of Alerian MLP ETF (AMLP) in Q4 2025, closing a stake of 1,275 shares — an estimated $59.8K sold.

TFC Financial Management first reported a position in AMLP in Q3 2025 and held it in 1 quarter. The position peaked at $59.8K in Q3 2025. 776 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

  • TFC Financial Management reported no remaining Alerian MLP ETF position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 1,275 Alerian MLP ETF shares in Q4 2025, an estimated $59.8K.
  • TFC Financial Management first reported a position in Alerian MLP ETF in Q3 2025 and held it in 1 quarter.
  • TFC Financial Management's Alerian MLP ETF position peaked at $59.8K in Q3 2025.
  • 776 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.