Walled Lake Planning & Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Walled Lake Planning & 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 Q3	–	Sell	-4,185	Closed	-$204K	–	144
2025 Q2	$204K	Hold	4,185	–	–	0.07%	134
2025 Q1	$217K	Hold	4,185	–	–	0.08%	124
2024 Q4	$202K	Sell	4,185 -465	-10%	-$22.4K	0.08%	126
2024 Q3	$219K	Hold	4,650	–	–	0.08%	120
2024 Q2	$223K	Hold	4,650	–	–	0.09%	105
2024 Q1	$221K	Buy	+4,650	New	+$209K	0.09%	100
2021 Q1	–	Sell	-213	Closed	-$5K	–	312
2020 Q4	$5K	Sell	213 -201	-49%	-$4.83K	﹤0.01%	244
2020 Q3	$8K	Buy	414 +12	+3%	+$278	0.01%	223
2020 Q2	$10K	Buy	402 +12	+3%	+$294	0.01%	195
2020 Q1	$7K	Buy	+390	New	+$13.2K	0.01%	203

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

Walled Lake Planning & Wealth Management's AMLP Position: Q3 2025 in Review

Walled Lake Planning & Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 4,185 shares — an estimated $204K sold.

Walled Lake Planning & Wealth Management first reported a position in AMLP in Q1 2020 and held it in 10 quarters. The position peaked at $223K in Q2 2024. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Walled Lake Planning & Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 4,185 Alerian MLP ETF shares in Q3 2025, an estimated $204K.
Walled Lake Planning & Wealth Management first reported a position in Alerian MLP ETF in Q1 2020 and held it in 10 quarters.
Walled Lake Planning & Wealth Management's Alerian MLP ETF position peaked at $223K in Q2 2024.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.