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Anchor Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Anchor Investment 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
2026
Q1 		$515K Buy
9,779
+27
+0.3% +$1.38K 0.04% 262
2025
Q4 		$459K Sell
9,752
-172
-2% -$8.05K 0.04% 275
2025
Q3 		$466K Sell
9,924
-52
-0.5% -$2.51K 0.04% 270
2025
Q2 		$487K Sell
9,976
-423
-4% -$20.5K 0.04% 261
2025
Q1 		$540K Sell
10,399
-7
-0.1% -$359 0.05% 243
2024
Q4 		$501K Sell
10,406
-167
-2% -$8.03K 0.05% 254
2024
Q3 		$498K Buy
10,573
+53
+0.5% +$2.51K 0.05% 260
2024
Q2 		$505K Sell
10,520
-174
-2% -$8.13K 0.05% 236
2024
Q1 		$508K Buy
10,694
+48
+0.5% +$2.16K 0.05% 244
2023
Q4 		$453K Sell
10,646
-399
-4% -$16.9K 0.05% 253
2023
Q3 		$466K Sell
11,045
-558
-5% -$22.9K 0.06% 237
2023
Q2 		$455K Sell
11,603
-25
-0.2% -$969 0.06% 241
2023
Q1 		$449K Sell
11,628
-1,122
-9% -$44K 0.06% 239
2022
Q4 		$485K Buy
12,750
+593
+5% +$23.3K 0.07% 231
2022
Q3 		$444K Sell
12,157
-175
-1% -$6.66K 0.07% 236
2022
Q2 		$425K Buy
12,332
+64
+0.5% +$2.46K 0.06% 241
2022
Q1 		$470K Sell
12,268
-736
-6% -$27.1K 0.06% 255
2021
Q4 		$426K Sell
13,004
-1,473
-10% -$49.9K 0.05% 269
2021
Q3 		$483K Sell
14,477
-231
-2% -$7.71K 0.07% 236
2021
Q2 		$536K Sell
14,708
-89
-0.6% -$3.05K 0.07% 223
2021
Q1 		$451K Buy
14,797
+55
+0.4% +$1.61K 0.07% 225
2020
Q4 		$378K Sell
14,742
-2,523
-15% -$60.6K 0.07% 212
2020
Q3 		$345K Sell
17,265
-2,875
-14% -$66.5K 0.07% 199
2020
Q2 		$497K Sell
20,140
-1,974
-9% -$48.4K 0.11% 164
2020
Q1 		$380K Sell
22,114
-182
-0.8% -$6.17K 0.1% 176
2019
Q4 		$948K Buy
22,296
+79
+0.4% +$3.32K 0.2% 127
2019
Q3 		$1.02M Buy
22,217
+593
+3% +$28K 0.23% 118
2019
Q2 		$1.06M Buy
21,624
+2,879
+15% +$142K 0.25% 111
2019
Q1 		$940K Buy
18,745
+2,651
+16% +$130K 0.23% 118
2018
Q4 		$703K Buy
16,094
+2,435
+18% +$119K 0.2% 128
2018
Q3 		$729K Buy
13,659
+4,644
+52% +$250K 0.17% 145
2018
Q2 		$455K Buy
9,015
+2,821
+46% +$143K 0.11% 190
2018
Q1 		$290K Buy
6,194
+4,634
+297% +$248K 0.08% 243
2017
Q4 		$84.2K Buy
1,560
+800
+105% +$42.8K 0.02% 399
2017
Q3 		$42.6K Hold
760
– – 0.01% 476
2017
Q2 		$45.4K Hold
760
– – 0.02% 411
2017
Q1 		$48.3K Hold
760
– – 0.02% 399
2016
Q4 		$47.9K Sell
760
-300
-28% -$18.5K 0.02% 383
2016
Q3 		$67.3K Hold
1,060
– – 0.03% 335
2016
Q2 		$67.4K Sell
1,060
-70
-6% -$4.22K 0.03% 323
2016
Q1 		$61.7K Buy
+1,130
New +$57.4K 0.03% 325

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Anchor Investment Management's AMLP Position: Q1 2026 in Review

Anchor Investment Management increased its Alerian MLP ETF (AMLP) stake by 0.28% in Q1 2026, buying an estimated $1.38K and bringing the position to 9,779 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #262.

Anchor Investment Management first reported a position in AMLP in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.06M in Q2 2019. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Anchor Investment Management held 9,779 shares of Alerian MLP ETF worth $515K as of Q1 2026.
  • Anchor Investment Management bought 27 Alerian MLP ETF shares in Q1 2026, an estimated $1.38K.
  • Alerian MLP ETF made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #262 holding.
  • Anchor Investment Management first reported a position in Alerian MLP ETF in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Alerian MLP ETF position peaked at $1.06M in Q2 2019.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.