UB
AMLP icon

UMB Bank’s Alerian MLP ETF AMLP Stock Holding History

UMB Bank’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
-400
Closed -$19.3K – 2110
2024
Q4 		$19.3K Hold
400
– – ﹤0.01% 1273
2024
Q3 		$18.9K Hold
400
– – ﹤0.01% 1253
2024
Q2 		$19.2K Hold
400
– – ﹤0.01% 1079
2024
Q1 		$19K Hold
400
– – ﹤0.01% 1095
2023
Q4 		$17K Sell
400
-327
-45% -$13.9K ﹤0.01% 1124
2023
Q3 		$30.7K Hold
727
– – ﹤0.01% 959
2023
Q2 		$28.5K Buy
727
+30
+4% +$1.16K ﹤0.01% 994
2023
Q1 		$26.9K Buy
697
+297
+74% +$11.6K ﹤0.01% 999
2022
Q4 		$15K Hold
400
– – ﹤0.01% 1176
2022
Q3 		$15K Hold
400
– – ﹤0.01% 1191
2022
Q2 		$14K Hold
400
– – ﹤0.01% 1279
2022
Q1 		$15K Hold
400
– – ﹤0.01% 1337
2021
Q4 		$13K Buy
+400
New +$13.5K ﹤0.01% 1372

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UMB Bank's AMLP Position: Q1 2025 in Review

UMB Bank sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 400 shares — an estimated $19.3K sold.

UMB Bank first reported a position in AMLP in Q4 2021 and held it in 13 quarters. The position peaked at $30.7K in Q3 2023. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

  • UMB Bank reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
  • UMB Bank sold 400 Alerian MLP ETF shares in Q1 2025, an estimated $19.3K.
  • UMB Bank first reported a position in Alerian MLP ETF in Q4 2021 and held it in 13 quarters.
  • UMB Bank's Alerian MLP ETF position peaked at $30.7K in Q3 2023.
  • 737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.