Cardiff Park Advisors’s Alerian MLP ETF AMLP Stock Holding History

Cardiff Park Advisors’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	-5,846	Closed	-$308K	–	359
2026 Q1	$308K	Buy	+5,846	New	+$298K	0.02%	228
2025 Q4	–	Sell	-5,846	Closed	-$274K	–	350
2025 Q3	$274K	Buy	+5,846	New	+$283K	0.02%	245
2024 Q2	–	Sell	-5,846	Closed	-$277K	–	333
2024 Q1	$277K	Buy	+5,846	New	+$263K	0.03%	213

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

Cardiff Park Advisors's AMLP Position: Q2 2026 in Review

Cardiff Park Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 5,846 shares — an estimated $308K sold.

Cardiff Park Advisors first reported a position in AMLP in Q1 2024 and held it in 3 quarters. The position peaked at $308K in Q1 2026. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Cardiff Park Advisors reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Cardiff Park Advisors sold 5,846 Alerian MLP ETF shares in Q2 2026, an estimated $308K.
Cardiff Park Advisors first reported a position in Alerian MLP ETF in Q1 2024 and held it in 3 quarters.
Cardiff Park Advisors's Alerian MLP ETF position peaked at $308K in Q1 2026.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.