AXS Investments’s Alerian MLP ETF AMLP Stock Holding History

AXS Investments’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	$1.72M	Sell	33,203 -11,984	-27%	-$629K	0.49%	28
2026 Q1	$2.38M	Buy	45,187 +11,869	+36%	+$604K	0.96%	28
2025 Q4	$1.57M	Buy	+33,318	New	+$1.56M	0.54%	48
2025 Q3	–	Sell	-37,666	Closed	-$1.84M	–	198
2025 Q2	$1.84M	Buy	37,666 +8,352	+28%	+$405K	0.76%	41
2025 Q1	$1.52M	Sell	29,314 -2,112	-7%	-$108K	0.42%	82
2024 Q4	$1.51M	Sell	31,426 -2,274	-7%	-$109K	0.42%	76
2024 Q3	$1.59M	Sell	33,700 -9,386	-22%	-$444K	0.42%	100
2024 Q2	$2.07M	Buy	43,086 +29,086	+208%	+$1.36M	0.58%	36
2024 Q1	$664K	Buy	+14,000	New	+$629K	0.16%	197
2023 Q4	–	Sell	-9,000	Closed	-$380K	–	397
2023 Q3	$380K	Buy	+9,000	New	+$369K	0.1%	228

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

AXS Investments's AMLP Position: Q2 2026 in Review

AXS Investments reduced its Alerian MLP ETF (AMLP) stake by 27% in Q2 2026, selling an estimated $629K and leaving 33,203 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #28.

AXS Investments first reported a position in AMLP in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.38M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

AXS Investments held 33,203 shares of Alerian MLP ETF worth $1.72M as of Q2 2026.
AXS Investments sold 11,984 Alerian MLP ETF shares in Q2 2026, an estimated $629K.
Alerian MLP ETF made up 0.49% of AXS Investments's portfolio in Q2 2026, its #28 holding.
AXS Investments first reported a position in Alerian MLP ETF in Q3 2023 and has held it in 10 quarters since.
AXS Investments's Alerian MLP ETF position peaked at $2.38M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.