Cerity Partners
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Cerity Partners’s Alerian MLP ETF AMLP Stock Holding History

Cerity 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 		$6.96M Buy
132,211
+3,548
+3% +$181K 0.01% 863
2025
Q4 		$6.05M Buy
128,663
+20,383
+19% +$954K 0.01% 846
2025
Q3 		$5.08M Sell
108,280
-632
-0.6% -$30.6K 0.01% 844
2025
Q2 		$5.32M Sell
108,912
-318
-0.3% -$15.4K 0.01% 776
2025
Q1 		$5.67M Buy
109,230
+801
+0.7% +$41.1K 0.01% 691
2024
Q4 		$5.22M Buy
108,429
+17,809
+20% +$856K 0.01% 695
2024
Q3 		$4.27M Buy
90,620
+12,391
+16% +$586K 0.01% 764
2024
Q2 		$3.75M Buy
78,229
+657
+0.8% +$30.7K 0.01% 696
2024
Q1 		$3.68M Sell
77,572
-23,729
-23% -$1.07M 0.01% 755
2023
Q4 		$4.31M Buy
101,301
+35,283
+53% +$1.5M 0.01% 575
2023
Q3 		$2.79M Sell
66,018
-21,027
-24% -$863K 0.01% 514
2023
Q2 		$3.41M Sell
87,045
-3,084
-3% -$120K 0.01% 590
2023
Q1 		$58.1M Buy
90,129
+1,430
+2% +$56.1K 0.14% 112
2022
Q4 		$3.43M Buy
88,699
+67,444
+317% +$2.65M 0.02% 430
2022
Q3 		$778K Sell
21,255
-66,900
-76% -$2.55M 0.01% 570
2022
Q2 		$3.04M Buy
88,155
+68,368
+346% +$2.62M 0.03% 325
2022
Q1 		$758K Buy
19,787
+6,303
+47% +$232K 0.01% 496
2021
Q4 		$441K Buy
13,484
+3,700
+38% +$125K 0.01% 633
2021
Q3 		$326K Sell
9,784
-3,700
-27% -$124K 0.01% 548
2021
Q2 		$491K Sell
13,484
-180
-1% -$6.18K 0.01% 473
2021
Q1 		$417K Buy
13,664
+506
+4% +$14.8K 0.01% 484
2020
Q4 		$338K Sell
13,158
-210
-2% -$5.05K 0.01% 489
2020
Q3 		$267K Sell
13,368
-2,874
-18% -$66.5K 0.01% 421
2020
Q2 		$401K Sell
16,242
-6,888
-30% -$169K 0.02% 310
2020
Q1 		$398K Buy
23,130
+5,683
+33% +$192K 0.03% 307
2019
Q4 		$741K Buy
+17,447
New +$732K 0.04% 280

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners's AMLP Position: Q1 2026 in Review

Cerity Partners increased its Alerian MLP ETF (AMLP) stake by 2.8% in Q1 2026, buying an estimated $181K and bringing the position to 132,211 shares worth $6.96M. The position accounts for 0.01% of the portfolio, ranked #863.

Cerity Partners first reported a position in AMLP in Q4 2019 and has held it in 26 quarters since. The position peaked at $58.1M in Q1 2023. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Cerity Partners held 132,211 shares of Alerian MLP ETF worth $6.96M as of Q1 2026.
  • Cerity Partners bought 3,548 Alerian MLP ETF shares in Q1 2026, an estimated $181K.
  • Alerian MLP ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #863 holding.
  • Cerity Partners first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 26 quarters since.
  • Cerity Partners's Alerian MLP ETF position peaked at $58.1M in Q1 2023.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.