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Albion Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Albion Financial Group’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
2026
Q2 		$1.45M Buy
27,893
+1,986
+8% +$104K 0.08% 93
2026
Q1 		$1.36M Buy
25,907
+1,115
+4% +$56.8K 0.09% 94
2025
Q4 		$1.17M Buy
24,792
+98
+0.4% +$4.59K 0.07% 102
2025
Q3 		$1.16M Buy
24,694
+455
+2% +$22K 0.07% 103
2025
Q2 		$1.18M Sell
24,239
-345
-1% -$16.7K 0.08% 105
2025
Q1 		$1.28M Buy
24,584
+22,644
+1,167% +$1.16M 0.09% 105
2024
Q4 		$93.4K Hold
1,940
– – 0.01% 209
2024
Q3 		$91.4K Hold
1,940
– – 0.01% 208
2024
Q2 		$93.1K Hold
1,940
– – 0.01% 206
2024
Q1 		$92.1K Hold
1,940
– – 0.01% 199
2023
Q4 		$82.5K Hold
1,940
– – 0.01% 203
2023
Q3 		$81.9K Sell
1,940
-1,200
-38% -$49.2K 0.01% 194
2023
Q2 		$123K Buy
3,140
+1,200
+62% +$46.5K 0.01% 194
2023
Q1 		$75K Sell
1,940
-60
-3% -$2.35K 0.01% 196
2022
Q4 		$76.1K Hold
2,000
– – 0.01% 196
2022
Q3 		$73K Hold
2,000
– – 0.01% 198
2022
Q2 		$69K Hold
2,000
– – 0.01% 208
2022
Q1 		$77K Buy
2,000
+1,204
+151% +$44.3K 0.01% 239
2021
Q4 		$26K Sell
796
-1,320
-62% -$44.7K ﹤0.01% 334
2021
Q3 		$71K Hold
2,116
– – 0.01% 224
2021
Q2 		$77K Buy
+2,116
New +$72.6K 0.01% 225
2020
Q4 		$54K Buy
+2,116
New +$50.8K 0.01% 236
2020
Q2 		– Sell
-2,116
Closed -$36K – 221
2020
Q1 		$36K Hold
2,116
– – 0.01% 201
2019
Q4 		$90K Buy
+2,116
New +$88.8K 0.01% 208

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Albion Financial Group's AMLP Position: Q2 2026 in Review

Albion Financial Group increased its Alerian MLP ETF (AMLP) stake by 7.7% in Q2 2026, buying an estimated $104K and bringing the position to 27,893 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #93.

Albion Financial Group first reported a position in AMLP in Q4 2019 and has held it in 24 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Albion Financial Group held 27,893 shares of Alerian MLP ETF worth $1.45M as of Q2 2026.
  • Albion Financial Group bought 1,986 Alerian MLP ETF shares in Q2 2026, an estimated $104K.
  • Alerian MLP ETF made up 0.08% of Albion Financial Group's portfolio in Q2 2026, its #93 holding.
  • Albion Financial Group first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 24 quarters since.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.