Calton & Associates’s Alerian MLP ETF AMLP Stock Holding History

Calton & Associates’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	–	Sell	-4,124	Closed	-$217K	–	422
2026 Q1	$217K	Buy	+4,124	New	+$210K	0.03%	405
2025 Q4	–	Sell	-4,846	Closed	-$227K	–	448
2025 Q3	$227K	Buy	+4,846	New	+$234K	0.03%	379
2022 Q2	–	Sell	-24,441	Closed	-$936K	–	245
2022 Q1	$936K	Buy	+24,441	New	+$899K	0.28%	94
2021 Q3	–	Sell	-9,382	Closed	-$342K	–	399
2021 Q2	$342K	Buy	9,382 +2,409	+35%	+$82.7K	0.07%	269
2021 Q1	$213K	Buy	+6,973	New	+$204K	0.04%	364
2020 Q1	–	Sell	-3,714	Closed	-$158K	–	308
2019 Q4	$158K	Sell	3,714 -386	-9%	-$16.2K	0.03%	344
2019 Q3	$187K	Buy	4,100 +14	+0.3%	+$662	0.04%	322
2019 Q2	$201K	Buy	+4,086	New	+$202K	0.06%	267
2018 Q1	–	Sell	-1,088	Closed	-$64K	–	377
2017 Q4	$64K	Buy	+1,088	New	+$58.2K	0.02%	605

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

Calton & Associates's AMLP Position: Q2 2026 in Review

Calton & Associates sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 4,124 shares — an estimated $217K sold.

Calton & Associates first reported a position in AMLP in Q4 2017 and held it in 9 quarters. The position peaked at $936K in Q1 2022. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Calton & Associates reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Calton & Associates sold 4,124 Alerian MLP ETF shares in Q2 2026, an estimated $217K.
Calton & Associates first reported a position in Alerian MLP ETF in Q4 2017 and held it in 9 quarters.
Calton & Associates's Alerian MLP ETF position peaked at $936K in Q1 2022.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.