Caldwell Sutter Capital’s Alerian MLP ETF AMLP Stock Holding History

Caldwell Sutter Capital’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	$18.5K	Hold	357	–	–	0.01%	537
2026 Q1	$18.8K	Hold	357	–	–	0.01%	493
2025 Q4	$16.8K	Hold	357	–	–	0.01%	493
2025 Q3	$16.8K	Hold	357	–	–	0.01%	496
2025 Q2	$17.4K	Hold	357	–	–	0.01%	480
2025 Q1	$18.5K	Sell	357 -9	-2%	-$462	0.01%	476
2024 Q4	$17.6K	Sell	366 -721	-66%	-$34.7K	0.01%	493
2024 Q3	$51.2K	Sell	1,087 -50	-4%	-$2.37K	0.02%	356
2024 Q2	$54.6K	Hold	1,137	–	–	0.03%	342
2024 Q1	$54K	Sell	1,137 -629	-36%	-$28.3K	0.03%	340
2023 Q4	$75.1K	Buy	1,766 +2	+0.1%	+$85	0.04%	301
2023 Q3	$74.5K	Sell	1,764 -74	-4%	-$3.04K	0.04%	291
2023 Q2	$72.1K	Buy	1,838 +476	+35%	+$18.5K	0.04%	290
2023 Q1	$52.6K	Buy	+1,362	New	+$53.4K	0.04%	242

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

Caldwell Sutter Capital's AMLP Position: Q2 2026 in Review

Caldwell Sutter Capital held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 357 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #537.

Caldwell Sutter Capital first reported a position in AMLP in Q1 2023 and has held it in 14 quarters since. The position peaked at $75.1K in Q4 2023. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Caldwell Sutter Capital held 357 shares of Alerian MLP ETF worth $18.5K as of Q2 2026.
Caldwell Sutter Capital left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #537 holding.
Caldwell Sutter Capital first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Alerian MLP ETF position peaked at $75.1K in Q4 2023.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.