Concurrent Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Concurrent Investment Advisors’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	$3.68M	Buy	70,943 +16,270	+30%	+$854K	0.03%	524
2026 Q1	$2.88M	Buy	54,673 +5,152	+10%	+$262K	0.03%	498
2025 Q4	$2.33M	Buy	49,521 +3,949	+9%	+$185K	0.03%	524
2025 Q3	$2.14M	Buy	45,572 +1,321	+3%	+$63.9K	0.04%	446
2025 Q2	$2.16M	Buy	44,251 +6,900	+18%	+$335K	0.04%	411
2025 Q1	$1.94M	Buy	37,351 +24,331	+187%	+$1.25M	0.05%	372
2024 Q4	$627K	Buy	13,020 +2,402	+23%	+$115K	0.02%	617
2024 Q3	$500K	Buy	10,618 +3,845	+57%	+$182K	0.01%	621
2024 Q2	$325K	Buy	6,773 +1,300	+24%	+$60.7K	0.01%	715
2024 Q1	$260K	Buy	+5,473	New	+$246K	0.01%	717

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Concurrent Investment Advisors's AMLP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Alerian MLP ETF (AMLP) stake by 30% in Q2 2026, buying an estimated $854K and bringing the position to 70,943 shares worth $3.68M. The position accounts for 0.03% of the portfolio, ranked #524.

Concurrent Investment Advisors first reported a position in AMLP in Q1 2024 and has held it in 10 quarters since. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Concurrent Investment Advisors held 70,943 shares of Alerian MLP ETF worth $3.68M as of Q2 2026.
Concurrent Investment Advisors bought 16,270 Alerian MLP ETF shares in Q2 2026, an estimated $854K.
Alerian MLP ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #524 holding.
Concurrent Investment Advisors first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 10 quarters since.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.