Claris Financial’s Alerian MLP ETF AMLP Stock Holding History

Claris Financial’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	$723K	Sell	13,731 -4,945	-26%	-$252K	0.4%	67
2025 Q4	$878K	Buy	18,676 +3,525	+23%	+$165K	0.47%	56
2025 Q3	$711K	Sell	15,151 -3,511	-19%	-$170K	0.4%	57
2025 Q2	$912K	Buy	18,662 +9,925	+114%	+$481K	0.69%	41
2025 Q1	$421K	Hold	8,737	–	–	0.28%	83
2024 Q4	$421K	Buy	+8,737	New	+$420K	0.28%	83

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

Claris Financial's AMLP Position: Q1 2026 in Review

Claris Financial reduced its Alerian MLP ETF (AMLP) stake by 26% in Q1 2026, selling an estimated $252K and leaving 13,731 shares worth $723K. The position accounts for 0.4% of the portfolio, ranked #67.

Claris Financial first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $912K in Q2 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Claris Financial held 13,731 shares of Alerian MLP ETF worth $723K as of Q1 2026.
Claris Financial sold 4,945 Alerian MLP ETF shares in Q1 2026, an estimated $252K.
Alerian MLP ETF made up 0.4% of Claris Financial's portfolio in Q1 2026, its #67 holding.
Claris Financial first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
Claris Financial's Alerian MLP ETF position peaked at $912K in Q2 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.