Blue Trust Inc’s Alerian MLP ETF AMLP Stock Holding History

Blue Trust Inc’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	$2.47M	Sell	47,709 -1,912	-4%	-$100K	0.03%	168
2026 Q1	$2.61M	Buy	49,621 +646	+1%	+$32.9K	0.03%	157
2025 Q4	$2.3M	Buy	48,975 +342	+0.7%	+$16K	0.03%	179
2025 Q3	$2.28M	Buy	48,633 +1,254	+3%	+$60.6K	0.03%	173
2025 Q2	$2.31M	Sell	47,379 -3,658	-7%	-$177K	0.03%	161
2025 Q1	$2.65M	Buy	51,037 +14,431	+39%	+$741K	0.03%	135
2024 Q4	$1.76M	Buy	36,606 +5,035	+16%	+$242K	0.02%	171
2024 Q3	$1.51M	Buy	31,571 +20,370	+182%	+$963K	0.02%	197
2024 Q2	$532K	Buy	11,201 +4,286	+62%	+$200K	0.01%	361
2024 Q1	$328K	Buy	6,915 +1,297	+23%	+$58.3K	﹤0.01%	371
2023 Q4	$237K	Buy	5,618 +1,008	+22%	+$42.7K	﹤0.01%	397
2023 Q3	$181K	Buy	4,610 +4,171	+950%	+$171K	﹤0.01%	459
2023 Q2	$17K	Sell	439 -25,776	-98%	-$1,000K	﹤0.01%	1101
2023 Q1	$998K	Buy	26,215 +6,302	+32%	+$247K	0.02%	190
2022 Q4	$728K	Buy	19,913 +14,040	+239%	+$552K	0.01%	204
2022 Q3	$202K	Sell	5,873 -309	-5%	-$11.8K	﹤0.01%	349
2022 Q2	$237K	Buy	+6,182	New	+$237K	﹤0.01%	299

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

Blue Trust Inc's AMLP Position: Q2 2026 in Review

Blue Trust Inc reduced its Alerian MLP ETF (AMLP) stake by 3.9% in Q2 2026, selling an estimated $100K and leaving 47,709 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #168.

Blue Trust Inc first reported a position in AMLP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.65M in Q1 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Blue Trust Inc held 47,709 shares of Alerian MLP ETF worth $2.47M as of Q2 2026.
Blue Trust Inc sold 1,912 Alerian MLP ETF shares in Q2 2026, an estimated $100K.
Alerian MLP ETF made up 0.03% of Blue Trust Inc's portfolio in Q2 2026, its #168 holding.
Blue Trust Inc first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's Alerian MLP ETF position peaked at $2.65M in Q1 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.