CGC Financial Services’s Alerian MLP ETF AMLP Stock Holding History

CGC Financial Services’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	$16.9K	Hold	325	–	–	﹤0.01%	194
2026 Q1	$17.1K	Hold	325	–	–	﹤0.01%	182
2025 Q4	$15.3K	Hold	325	–	–	﹤0.01%	200
2025 Q3	$15.3K	Hold	325	–	–	﹤0.01%	197
2025 Q2	$15.9K	Hold	325	–	–	0.01%	186
2025 Q1	$16.9K	Hold	325	–	–	0.01%	175
2024 Q4	$15.7K	Sell	325 -22	-6%	-$1.06K	0.01%	178
2024 Q3	$16.4K	Buy	347 +22	+7%	+$1.04K	0.01%	173
2024 Q2	$15.6K	Hold	325	–	–	0.01%	174
2024 Q1	$15.4K	Hold	325	–	–	0.01%	177
2023 Q4	$13.8K	Hold	325	–	–	0.01%	196
2023 Q3	$13.7K	Hold	325	–	–	0.01%	156
2023 Q2	$12.7K	Buy	+325	New	+$12.6K	0.01%	165

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

CGC Financial Services's AMLP Position: Q2 2026 in Review

CGC Financial Services held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 325 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

CGC Financial Services first reported a position in AMLP in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.1K in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

CGC Financial Services held 325 shares of Alerian MLP ETF worth $16.9K as of Q2 2026.
CGC Financial Services left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #194 holding.
CGC Financial Services first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Alerian MLP ETF position peaked at $17.1K in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.