BBR Partners’s Alerian MLP ETF AMLP Stock Holding History

BBR Partners’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	$1.04M	Hold	19,739	–	–	0.06%	104
2025 Q4	$928K	Hold	19,739	–	–	0.05%	115
2025 Q3	$926K	Hold	19,739	–	–	0.05%	113
2025 Q2	$964K	Hold	19,739	–	–	0.06%	107
2025 Q1	$1.03M	Hold	19,739	–	–	0.07%	96
2024 Q4	$951K	Hold	19,739	–	–	0.07%	99
2024 Q3	$930K	Hold	19,739	–	–	0.07%	92
2024 Q2	$947K	Hold	19,739	–	–	0.08%	80
2024 Q1	$937K	Hold	19,739	–	–	0.08%	91
2023 Q4	$839K	Hold	19,739	–	–	0.09%	74
2023 Q3	$833K	Hold	19,739	–	–	0.09%	68
2023 Q2	$774K	Hold	19,739	–	–	0.09%	78
2023 Q1	$763K	Hold	19,739	–	–	0.09%	80
2022 Q4	$751K	Hold	19,739	–	–	0.08%	85
2022 Q3	$722K	Hold	19,739	–	–	0.09%	88
2022 Q2	$680K	Sell	19,739 -10,000	-34%	-$384K	0.08%	104
2022 Q1	$1.14M	Sell	29,739 -10,000	-25%	-$368K	0.11%	83
2021 Q4	$1.3M	Hold	39,739	–	–	0.15%	72
2021 Q3	$1.32M	Hold	39,739	–	–	0.11%	75
2021 Q2	$1.45M	Hold	39,739	–	–	0.11%	70
2021 Q1	$1.21M	Buy	39,739 +942	+2%	+$27.5K	0.1%	83
2020 Q4	$996K	Buy	38,797 +1,063	+3%	+$25.5K	0.08%	87
2020 Q3	$754K	Sell	37,734 -8,241	-18%	-$191K	0.06%	95
2020 Q2	$1.14M	Buy	+45,975	New	+$1.13M	0.14%	69
2020 Q1	–	Sell	-5,350	Closed	-$227K	–	159
2019 Q4	$227K	Buy	5,350 +2,000	+60%	+$84K	0.02%	177
2019 Q3	$153K	Hold	3,350	–	–	0.02%	128
2019 Q2	$165K	Hold	3,350	–	–	0.03%	117
2019 Q1	$168K	Hold	3,350	–	–	0.02%	128
2018 Q4	$146K	Buy	+3,350	New	+$164K	0.02%	131
2018 Q3	–	Sell	-4,550	Closed	-$230K	–	111
2018 Q2	$230K	Buy	+4,550	New	+$231K	0.04%	84

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BBR Partners's AMLP Position: Q1 2026 in Review

BBR Partners held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 19,739 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #104.

BBR Partners first reported a position in AMLP in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.45M in Q2 2021. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

BBR Partners held 19,739 shares of Alerian MLP ETF worth $1.04M as of Q1 2026.
BBR Partners left its Alerian MLP ETF share count unchanged in Q1 2026.
Alerian MLP ETF made up 0.06% of BBR Partners's portfolio in Q1 2026, its #104 holding.
BBR Partners first reported a position in Alerian MLP ETF in Q2 2018 and has held it in 30 quarters since.
BBR Partners's Alerian MLP ETF position peaked at $1.45M in Q2 2021.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.