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Comprehensive Financial Planning’s Alerian MLP ETF AMLP Stock Holding History

Comprehensive Financial Planning’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 		– Sell
-49
Closed -$2.3K – 389
2025
Q4 		$2.3K Buy
+49
New +$2.29K ﹤0.01% 358

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

Comprehensive Financial Planning's AMLP Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 49 shares — an estimated $2.3K sold.

Comprehensive Financial Planning first reported a position in AMLP in Q4 2025 and held it in 1 quarter. The position peaked at $2.3K in Q4 2025. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 49 Alerian MLP ETF shares in Q1 2026, an estimated $2.3K.
  • Comprehensive Financial Planning first reported a position in Alerian MLP ETF in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Alerian MLP ETF position peaked at $2.3K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.