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 Q2	$4.67M	Buy	89,989 +360	+0.4%	+$18.9K	0.09%	195
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 $1.89T 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

AlphaCore Capital's AMLP Position: Q2 2026 in Review

AlphaCore Capital increased its Alerian MLP ETF (AMLP) stake by 0.4% in Q2 2026, buying an estimated $18.9K and bringing the position to 89,989 shares worth $4.67M. The position accounts for 0.09% of the portfolio, ranked #195.

AlphaCore Capital first reported a position in AMLP in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.72M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

AlphaCore Capital held 89,989 shares of Alerian MLP ETF worth $4.67M as of Q2 2026.
AlphaCore Capital bought 360 Alerian MLP ETF shares in Q2 2026, an estimated $18.9K.
Alerian MLP ETF made up 0.09% of AlphaCore Capital's portfolio in Q2 2026, its #195 holding.
AlphaCore Capital first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 9 quarters since.
AlphaCore Capital's Alerian MLP ETF position peaked at $4.72M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.