BOS Asset Management’s Alerian MLP ETF AMLP Stock Holding History

BOS Asset Management’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	$1.35M	Buy	26,125 +5,472	+26%	+$287K	0.31%	66
2026 Q1	$1.09M	Buy	20,653 +15,666	+314%	+$798K	0.28%	70
2025 Q4	$234K	Buy	+4,987	New	+$233K	0.06%	171

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

BOS Asset Management's AMLP Position: Q2 2026 in Review

BOS Asset Management increased its Alerian MLP ETF (AMLP) stake by 26% in Q2 2026, buying an estimated $287K and bringing the position to 26,125 shares worth $1.35M. The position accounts for 0.31% of the portfolio, ranked #66.

BOS Asset Management first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

BOS Asset Management held 26,125 shares of Alerian MLP ETF worth $1.35M as of Q2 2026.
BOS Asset Management bought 5,472 Alerian MLP ETF shares in Q2 2026, an estimated $287K.
Alerian MLP ETF made up 0.31% of BOS Asset Management's portfolio in Q2 2026, its #66 holding.
BOS Asset Management first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.