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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cardiff Park Advisors's AMLP Position: Q1 2026 in Review

Cardiff Park Advisors opened a new position in Alerian MLP ETF (AMLP) in Q1 2026: 5,846 shares worth $308K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings. This is a return to the name: Cardiff Park Advisors previously reported a position in AMLP as recently as Q3 2025.

Cardiff Park Advisors first reported a position in AMLP in Q1 2024 and has held it in 3 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Cardiff Park Advisors held 5,846 shares of Alerian MLP ETF worth $308K as of Q1 2026.
Alerian MLP ETF was a new Cardiff Park Advisors position in Q1 2026.
Alerian MLP ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #228 holding.
Cardiff Park Advisors first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 3 quarters since.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.