Valeo Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Valeo Financial 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 Q4	–	Sell	-4,340	Closed	-$204K	–	839
2025 Q3	$204K	Buy	+4,340	New	+$210K	﹤0.01%	752
2020 Q3	–	Sell	-4,573	Closed	-$113K	–	1587
2020 Q2	$113K	Sell	4,573 -2,165	-32%	-$53.1K	0.01%	468
2020 Q1	$130K	Buy	+6,738	New	+$228K	0.01%	368

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valeo Financial Advisors's AMLP Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2025, closing a stake of 4,340 shares — an estimated $204K sold.

Valeo Financial Advisors first reported a position in AMLP in Q1 2020 and held it in 3 quarters. The position peaked at $204K in Q3 2025. 778 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

Valeo Financial Advisors reported no remaining Alerian MLP ETF position as of Q4 2025 after selling out during the quarter.
Valeo Financial Advisors sold 4,340 Alerian MLP ETF shares in Q4 2025, an estimated $204K.
Valeo Financial Advisors first reported a position in Alerian MLP ETF in Q1 2020 and held it in 3 quarters.
Valeo Financial Advisors's Alerian MLP ETF position peaked at $204K in Q3 2025.
778 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.