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

Barry 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	$2.09M	Buy	40,376 +132	+0.3%	+$6.93K	0.44%	33
2026 Q1	$2.12M	Buy	40,244 +135	+0.3%	+$6.88K	0.47%	36
2025 Q4	$1.89M	Sell	40,109 -7,398	-16%	-$346K	0.42%	37
2025 Q3	$2.23M	Sell	47,507 -226	-0.5%	-$10.9K	0.51%	38
2025 Q2	$2.33M	Buy	47,733 +5,289	+12%	+$256K	0.58%	35
2025 Q1	$2.2M	Buy	42,444 +191	+0.5%	+$9.81K	0.59%	35
2024 Q4	$2.03M	Buy	42,253 +1,498	+4%	+$72K	0.65%	34
2024 Q3	$1.92M	Buy	40,755 +198	+0.5%	+$9.37K	0.59%	34
2024 Q2	$1.95M	Buy	40,557 +254	+0.6%	+$11.9K	0.66%	32
2024 Q1	$1.91M	Buy	40,303 +183	+0.5%	+$8.22K	0.64%	32
2023 Q4	$1.71M	Buy	40,120 +189	+0.5%	+$8.01K	0.58%	32
2023 Q3	$1.69M	Buy	39,931 +2,199	+6%	+$90.2K	0.61%	37
2023 Q2	$1.48M	Buy	37,732 +188	+0.5%	+$7.29K	0.5%	40
2023 Q1	$1.45M	Buy	37,544 +213	+0.6%	+$8.35K	0.48%	38
2022 Q4	$1.42M	Buy	37,331 +275	+0.7%	+$10.8K	0.45%	41
2022 Q3	$1.35M	Sell	37,056 -46	-0.1%	-$1.75K	0.46%	39
2022 Q2	$1.28M	Sell	37,102 -1,497	-4%	-$57.5K	0.38%	45
2022 Q1	$1.48M	Sell	38,599 -1,639	-4%	-$60.3K	0.39%	42
2021 Q4	$1.32M	Buy	40,238 +176	+0.4%	+$5.96K	0.35%	44
2021 Q3	$1.33M	Sell	40,062 -192	-0.5%	-$6.41K	0.37%	42
2021 Q2	$1.47M	Buy	40,254 +152	+0.4%	+$5.22K	0.39%	38
2021 Q1	$1.22M	Buy	40,102 +874	+2%	+$25.5K	0.34%	43
2020 Q4	$1.01M	Buy	39,228 +9,462	+32%	+$227K	0.3%	39
2020 Q3	$595K	Buy	29,766 +5,353	+22%	+$124K	0.2%	46
2020 Q2	$603K	Sell	24,413 -1,625	-6%	-$39.8K	0.21%	42
2020 Q1	$448K	Buy	26,038 +1,658	+7%	+$56.2K	0.22%	43
2019 Q4	$1.07M	Sell	24,380 -111,873	-82%	-$4.7M	0.37%	33
2019 Q3	$6.23M	Buy	136,253 +8,181	+6%	+$387K	2.25%	21
2019 Q2	$6.31M	Buy	128,072 +3,104	+2%	+$154K	2.16%	22
2019 Q1	$6.27M	Buy	124,968 +10,793	+9%	+$529K	1.96%	24
2018 Q4	$4.98M	Buy	114,175 +107,520	+1,616%	+$5.27M	1.86%	23
2018 Q3	$355K	Buy	6,655 +564	+9%	+$30.4K	0.12%	53
2018 Q2	$308K	Sell	6,091 -1,335	-18%	-$67.7K	0.12%	56
2018 Q1	$348K	Sell	7,426 -1,650	-18%	-$88.2K	0.13%	52
2017 Q4	$490K	Buy	9,076 +199	+2%	+$10.6K	0.18%	48
2017 Q3	$498K	Buy	8,877 +2,303	+35%	+$132K	0.18%	48
2017 Q2	$393K	Buy	6,574 +1,021	+18%	+$62.2K	0.15%	52
2017 Q1	$353K	Buy	+5,553	New	+$357K	0.13%	53

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

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

Barry Investment Advisors increased its Alerian MLP ETF (AMLP) stake by 0.33% in Q2 2026, buying an estimated $6.93K and bringing the position to 40,376 shares worth $2.09M. The position accounts for 0.44% of the portfolio, ranked #33.

Barry Investment Advisors first reported a position in AMLP in Q1 2017 and has held it in 38 quarters since. The position peaked at $6.31M in Q2 2019. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Barry Investment Advisors held 40,376 shares of Alerian MLP ETF worth $2.09M as of Q2 2026.
Barry Investment Advisors bought 132 Alerian MLP ETF shares in Q2 2026, an estimated $6.93K.
Alerian MLP ETF made up 0.44% of Barry Investment Advisors's portfolio in Q2 2026, its #33 holding.
Barry Investment Advisors first reported a position in Alerian MLP ETF in Q1 2017 and has held it in 38 quarters since.
Barry Investment Advisors's Alerian MLP ETF position peaked at $6.31M in Q2 2019.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.