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
Q2 		$8.03M Buy
154,772
+22,561
+17% +$1.18M 0.01% 867
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cerity Partners's AMLP Position: Q2 2026 in Review

Cerity Partners increased its Alerian MLP ETF (AMLP) stake by 17% in Q2 2026, buying an estimated $1.18M and bringing the position to 154,772 shares worth $8.03M. The position accounts for 0.01% of the portfolio, ranked #867.

Cerity Partners first reported a position in AMLP in Q4 2019 and has held it in 27 quarters since. The position peaked at $58.1M in Q1 2023. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Cerity Partners held 154,772 shares of Alerian MLP ETF worth $8.03M as of Q2 2026.
  • Cerity Partners bought 22,561 Alerian MLP ETF shares in Q2 2026, an estimated $1.18M.
  • Alerian MLP ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #867 holding.
  • Cerity Partners first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 27 quarters since.
  • Cerity Partners's Alerian MLP ETF position peaked at $58.1M in Q1 2023.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.