Cascade Financial Partners’s Alerian MLP ETF AMLP Stock Holding History

Cascade Financial Partners’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	$2.76M	Buy	52,482 +461	+0.9%	+$23.5K	0.28%	66
2025 Q4	$2.45M	Hold	52,021	–	–	0.25%	71
2025 Q3	$2.44M	Hold	52,021	–	–	0.28%	73
2025 Q2	$2.54M	Hold	52,021	–	–	0.31%	67
2025 Q1	$2.7M	Sell	52,021 -1,349	-3%	-$69.3K	0.34%	58
2024 Q4	$2.57M	Hold	53,370	–	–	0.33%	57
2024 Q3	$2.5M	Sell	53,370 -500	-0.9%	-$23.6K	0.31%	57
2024 Q2	$2.58M	Sell	53,870 -353	-0.7%	-$16.5K	0.34%	54
2024 Q1	$2.52M	Buy	+54,223	New	+$2.44M	0.36%	50

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

Cascade Financial Partners's AMLP Position: Q1 2026 in Review

Cascade Financial Partners increased its Alerian MLP ETF (AMLP) stake by 0.89% in Q1 2026, buying an estimated $23.5K and bringing the position to 52,482 shares worth $2.76M. The position accounts for 0.28% of the portfolio, ranked #66.

Cascade Financial Partners first reported a position in AMLP in Q1 2024 and has held it in 9 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Cascade Financial Partners held 52,482 shares of Alerian MLP ETF worth $2.76M as of Q1 2026.
Cascade Financial Partners bought 461 Alerian MLP ETF shares in Q1 2026, an estimated $23.5K.
Alerian MLP ETF made up 0.28% of Cascade Financial Partners's portfolio in Q1 2026, its #66 holding.
Cascade Financial Partners first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 9 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.