Tyler-Stone Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Tyler-Stone Wealth 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 Q2	$1.1M	Buy	22,527 +379	+2%	+$18.4K	0.18%	107
2025 Q1	$1.15M	Buy	22,148 +347	+2%	+$17.8K	0.21%	94
2024 Q4	$1.05M	Buy	21,801 +359	+2%	+$17.3K	0.19%	97
2024 Q3	$1.01M	Buy	21,442 +10,908	+104%	+$516K	0.19%	104
2024 Q2	$505K	Buy	10,534 +196	+2%	+$9.16K	0.21%	93
2024 Q1	$491K	Sell	10,338 -624	-6%	-$28K	0.22%	95
2023 Q4	$466K	Buy	10,962 +191	+2%	+$8.1K	0.23%	86
2023 Q3	$455K	Buy	10,771 +183	+2%	+$7.51K	0.26%	79
2023 Q2	$415K	Buy	+10,588	New	+$411K	0.23%	88
2022 Q4	$393K	Buy	10,333 +158	+2%	+$6.21K	0.27%	79
2022 Q3	$372K	Buy	10,175 +156	+2%	+$5.94K	0.28%	72
2022 Q2	$345K	Buy	10,019 +159	+2%	+$6.1K	0.23%	94
2022 Q1	$378K	Sell	9,860 -207	-2%	-$7.62K	0.21%	102
2021 Q4	$330K	Buy	+10,067	New	+$341K	0.17%	114

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

Tyler-Stone Wealth Management's AMLP Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Alerian MLP ETF (AMLP) stake by 1.7% in Q2 2025, buying an estimated $18.4K and bringing the position to 22,527 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #107.

Tyler-Stone Wealth Management first reported a position in AMLP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2025. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Tyler-Stone Wealth Management held 22,527 shares of Alerian MLP ETF worth $1.1M as of Q2 2025.
Tyler-Stone Wealth Management bought 379 Alerian MLP ETF shares in Q2 2025, an estimated $18.4K.
Alerian MLP ETF made up 0.18% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #107 holding.
Tyler-Stone Wealth Management first reported a position in Alerian MLP ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Alerian MLP ETF position peaked at $1.15M in Q1 2025.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.