Berger Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Berger Financial Group’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	$222K	Buy	+4,273	New	+$224K	0.01%	443
2022 Q4	–	Sell	-7,194	Closed	-$263K	–	262
2022 Q3	$263K	Buy	+7,194	New	+$274K	0.04%	200

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

Berger Financial Group's AMLP Position: Q2 2026 in Review

Berger Financial Group opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 4,273 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in AMLP as recently as Q3 2022.

Berger Financial Group first reported a position in AMLP in Q3 2022 and has held it in 2 quarters since. The position peaked at $263K in Q3 2022. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Berger Financial Group held 4,273 shares of Alerian MLP ETF worth $222K as of Q2 2026.
Alerian MLP ETF was a new Berger Financial Group position in Q2 2026.
Alerian MLP ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #443 holding.
Berger Financial Group first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 2 quarters since.
Berger Financial Group's Alerian MLP ETF position peaked at $263K in Q3 2022.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.