Whalen Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Whalen 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	-14,268	Closed	-$697K	–	179
2025 Q2	$697K	Buy	+14,268	New	+$692K	0.44%	61
2025 Q1	–	Sell	-22,450	Closed	-$1.08M	–	119
2024 Q4	$1.08M	Buy	22,450 +281	+1%	+$13.5K	0.75%	24
2024 Q3	$1.04M	Sell	22,169 -977	-4%	-$46.2K	0.74%	28
2024 Q2	$1.11M	Sell	23,146 -1,296	-5%	-$60.6K	0.88%	25
2024 Q1	$1.16M	Buy	+24,442	New	+$1.1M	0.86%	22

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

Whalen Wealth Management's AMLP Position: Q3 2025 in Review

Whalen Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 14,268 shares — an estimated $697K sold.

Whalen Wealth Management first reported a position in AMLP in Q1 2024 and held it in 5 quarters. The position peaked at $1.16M in Q1 2024. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Whalen Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Whalen Wealth Management sold 14,268 Alerian MLP ETF shares in Q3 2025, an estimated $697K.
Whalen Wealth Management first reported a position in Alerian MLP ETF in Q1 2024 and held it in 5 quarters.
Whalen Wealth Management's Alerian MLP ETF position peaked at $1.16M in Q1 2024.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.