Allen Capital Group’s Alerian MLP ETF AMLP Stock Holding History

Allen Capital 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	$3.98M	Buy	76,756 +1,965	+3%	+$103K	0.32%	66
2026 Q1	$3.94M	Buy	74,791 +2,222	+3%	+$113K	0.35%	63
2025 Q4	$3.41M	Buy	72,569 +1,589	+2%	+$74.4K	0.31%	71
2025 Q3	$3.33M	Buy	70,980 +5,197	+8%	+$251K	0.31%	70
2025 Q2	$3.21M	Buy	65,783 +4,854	+8%	+$235K	0.33%	71
2025 Q1	$3.16M	Buy	60,929 +4,593	+8%	+$236K	0.36%	65
2024 Q4	$2.71M	Buy	56,336 +2,089	+4%	+$100K	0.33%	66
2024 Q3	$2.56M	Sell	54,247 -5,164	-9%	-$244K	0.32%	66
2024 Q2	$2.85M	Sell	59,411 -939	-2%	-$43.9K	0.39%	60
2024 Q1	$2.86M	Buy	60,350 +1,080	+2%	+$48.5K	0.4%	56
2023 Q4	$2.52M	Buy	59,270 +36,324	+158%	+$1.54M	0.4%	56
2023 Q3	$954K	Hold	22,946	–	–	0.17%	89
2023 Q2	$900K	Buy	22,946 +1,681	+8%	+$65.2K	0.15%	95
2023 Q1	$822K	Buy	+21,265	New	+$834K	0.15%	95
2019 Q4	–	Sell	-4,135	Closed	-$182K	–	140
2019 Q3	$182K	Buy	+4,135	New	+$196K	0.06%	126

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

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Allen Capital Group's AMLP Position: Q2 2026 in Review

Allen Capital Group increased its Alerian MLP ETF (AMLP) stake by 2.6% in Q2 2026, buying an estimated $103K and bringing the position to 76,756 shares worth $3.98M. The position accounts for 0.32% of the portfolio, ranked #66.

Allen Capital Group first reported a position in AMLP in Q3 2019 and has held it in 15 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Allen Capital Group held 76,756 shares of Alerian MLP ETF worth $3.98M as of Q2 2026.
Allen Capital Group bought 1,965 Alerian MLP ETF shares in Q2 2026, an estimated $103K.
Alerian MLP ETF made up 0.32% of Allen Capital Group's portfolio in Q2 2026, its #66 holding.
Allen Capital Group first reported a position in Alerian MLP ETF in Q3 2019 and has held it in 15 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.