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AssuredPartners Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

AssuredPartners Investment Advisors’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 		$450K Sell
8,619
-602
-7% -$30.7K 0.05% 270
2025
Q4 		$434K Buy
+9,221
New +$432K 0.06% 231
2025
Q2 		– Sell
-10,245
Closed -$532K – 249
2025
Q1 		$532K Sell
10,245
-237
-2% -$12.2K 0.1% 190
2024
Q4 		$505K Buy
+10,482
New +$504K 0.1% 198

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

AssuredPartners Investment Advisors's AMLP Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Alerian MLP ETF (AMLP) stake by 6.5% in Q1 2026, selling an estimated $30.7K and leaving 8,619 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #270.

AssuredPartners Investment Advisors first reported a position in AMLP in Q4 2024 and has held it in 4 quarters since. The position peaked at $532K in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • AssuredPartners Investment Advisors held 8,619 shares of Alerian MLP ETF worth $450K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 602 Alerian MLP ETF shares in Q1 2026, an estimated $30.7K.
  • Alerian MLP ETF made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #270 holding.
  • AssuredPartners Investment Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 4 quarters since.
  • AssuredPartners Investment Advisors's Alerian MLP ETF position peaked at $532K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.