WESPAC Advisors’s Alerian MLP ETF AMLP Stock Holding History

WESPAC 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	-13,853	Closed	-$677K	–	180
2025 Q2	$677K	Buy	13,853 +147	+1%	+$7.13K	0.47%	87
2025 Q1	$712K	Buy	+13,706	New	+$704K	0.58%	75
2023 Q4	–	Sell	-5,774	Closed	-$244K	–	154
2023 Q3	$244K	Buy	+5,774	New	+$237K	0.18%	123
2017 Q4	–	Sell	-59,455	Closed	-$3.33M	–	121
2017 Q3	$3.33M	Sell	59,455 -4,612	-7%	-$264K	2.2%	7
2017 Q2	$3.83M	Buy	64,067 +26,359	+70%	+$1.61M	2.62%	3
2017 Q1	$2.4M	Sell	37,708 -9,109	-19%	-$585K	2.77%	2
2016 Q4	$2.95M	Buy	46,817 +3,108	+7%	+$192K	3.31%	1
2016 Q3	$2.77M	Buy	43,709 +4,003	+10%	+$253K	3.13%	1
2016 Q2	$2.52M	Buy	+39,706	New	+$2.39M	2.61%	2
2015 Q3	–	Sell	-11,718	Closed	-$912K	–	66
2015 Q2	$912K	Buy	+11,718	New	+$975K	0.68%	57

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

WESPAC Advisors's AMLP Position: Q3 2025 in Review

WESPAC Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 13,853 shares — an estimated $677K sold.

WESPAC Advisors first reported a position in AMLP in Q2 2015 and held it in 10 quarters. The position peaked at $3.83M in Q2 2017. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

WESPAC Advisors reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
WESPAC Advisors sold 13,853 Alerian MLP ETF shares in Q3 2025, an estimated $677K.
WESPAC Advisors first reported a position in Alerian MLP ETF in Q2 2015 and held it in 10 quarters.
WESPAC Advisors's Alerian MLP ETF position peaked at $3.83M in Q2 2017.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on WESPAC Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.