AlphaCore Capital’s Alerian MLP ETF AMLP Stock Holding History

AlphaCore Capital’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 Q1	$4.72M	Buy	89,629 +8,046	+10%	+$410K	0.11%	163
2025 Q4	$3.84M	Buy	81,583 +3,239	+4%	+$152K	0.09%	195
2025 Q3	$3.68M	Sell	78,344 -12,920	-14%	-$625K	0.12%	135
2025 Q2	$4.46M	Buy	91,264 +1,991	+2%	+$96.5K	0.17%	107
2025 Q1	$4.64M	Buy	+89,273	New	+$4.58M	0.39%	52
2024 Q1	–	Sell	-62,810	Closed	-$2.67M	–	171
2023 Q4	$2.67M	Buy	62,810 +242	+0.4%	+$10.3K	0.39%	51
2023 Q3	$2.64M	Buy	62,568 +234	+0.4%	+$9.6K	0.42%	51
2023 Q2	$2.44M	Buy	+62,334	New	+$2.42M	0.39%	56

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AlphaCore Capital's AMLP Position: Q1 2026 in Review

AlphaCore Capital increased its Alerian MLP ETF (AMLP) stake by 9.9% in Q1 2026, buying an estimated $410K and bringing the position to 89,629 shares worth $4.72M. The position accounts for 0.11% of the portfolio, ranked #163.

AlphaCore Capital first reported a position in AMLP in Q2 2023 and has held it in 8 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

AlphaCore Capital held 89,629 shares of Alerian MLP ETF worth $4.72M as of Q1 2026.
AlphaCore Capital bought 8,046 Alerian MLP ETF shares in Q1 2026, an estimated $410K.
Alerian MLP ETF made up 0.11% of AlphaCore Capital's portfolio in Q1 2026, its #163 holding.
AlphaCore Capital first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 8 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.