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 Q2	$426K	Sell	8,216 -403	-5%	-$21.2K	0.04%	282
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 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

AssuredPartners Investment Advisors's AMLP Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Alerian MLP ETF (AMLP) stake by 4.7% in Q2 2026, selling an estimated $21.2K and leaving 8,216 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #282.

AssuredPartners Investment Advisors first reported a position in AMLP in Q4 2024 and has held it in 5 quarters since. The position peaked at $532K in Q1 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

AssuredPartners Investment Advisors held 8,216 shares of Alerian MLP ETF worth $426K as of Q2 2026.
AssuredPartners Investment Advisors sold 403 Alerian MLP ETF shares in Q2 2026, an estimated $21.2K.
Alerian MLP ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #282 holding.
AssuredPartners Investment Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Alerian MLP ETF position peaked at $532K in Q1 2025.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.