Vanguard Capital Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Vanguard Capital Wealth 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 Q3	–	Sell	-7,747	Closed	-$379K	–	136
2025 Q2	$379K	Buy	+7,747	New	+$376K	0.38%	58
2019 Q4	$218K	Buy	5,140 +600	+13%	+$25.2K	0.23%	117
2019 Q3	$207K	Hold	4,540	–	–	0.24%	111
2019 Q2	$223K	Hold	4,540	–	–	0.27%	96
2019 Q1	$227K	Buy	+4,540	New	+$223K	0.29%	98
2018 Q4	–	Sell	-4,140	Closed	-$221K	–	106
2018 Q3	$221K	Sell	4,140 -60	-1%	-$3.24K	0.25%	105
2018 Q2	$212K	Buy	+4,200	New	+$213K	0.28%	96
2018 Q1	–	Sell	-3,978	Closed	-$215K	–	107
2017 Q4	$215K	Buy	+3,978	New	+$213K	0.27%	105

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

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

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

AIM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Vanguard Capital Wealth Advisors's AMLP Position: Q3 2025 in Review

Vanguard Capital Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 7,747 shares — an estimated $379K sold.

Vanguard Capital Wealth Advisors first reported a position in AMLP in Q4 2017 and held it in 8 quarters. The position peaked at $379K in Q2 2025. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Vanguard Capital Wealth Advisors reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 7,747 Alerian MLP ETF shares in Q3 2025, an estimated $379K.
Vanguard Capital Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 8 quarters.
Vanguard Capital Wealth Advisors's Alerian MLP ETF position peaked at $379K in Q2 2025.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.