Congress Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Congress Asset Management’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	$2.99M	Sell	57,611 -2,965	-5%	-$156K	0.02%	271
2026 Q1	$3.19M	Sell	60,576 -9,794	-14%	-$499K	0.02%	272
2025 Q4	$3.31M	Sell	70,370 -3,933	-5%	-$184K	0.02%	255
2025 Q3	$3.49M	Sell	74,303 -1,350	-2%	-$65.3K	0.02%	251
2025 Q2	$3.7M	Sell	75,653 -6,995	-8%	-$339K	0.03%	247
2025 Q1	$4.29M	Sell	82,648 -2,627	-3%	-$135K	0.03%	237
2024 Q4	$4.11M	Sell	85,275 -4,843	-5%	-$233K	0.03%	243
2024 Q3	$4.25M	Sell	90,118 -9,602	-10%	-$454K	0.03%	234
2024 Q2	$4.78M	Sell	99,720 -7,272	-7%	-$340K	0.03%	229
2024 Q1	$5.08M	Sell	106,992 -6,085	-5%	-$273K	0.04%	226
2023 Q4	$4.81M	Sell	113,077 -20,582	-15%	-$873K	0.04%	238
2023 Q3	$5.64M	Sell	133,659 -16,788	-11%	-$689K	0.05%	205
2023 Q2	$5.9M	Sell	150,447 -17,418	-10%	-$675K	0.05%	205
2023 Q1	$6.49M	Sell	167,865 -40,563	-19%	-$1.59M	0.06%	193
2022 Q4	$7.93M	Buy	+208,428	New	+$8.19M	0.08%	174

Other funds holding AMLP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Congress Asset Management's AMLP Position: Q2 2026 in Review

Congress Asset Management reduced its Alerian MLP ETF (AMLP) stake by 4.9% in Q2 2026, selling an estimated $156K and leaving 57,611 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #271.

Congress Asset Management first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.93M in Q4 2022. 391 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Congress Asset Management held 57,611 shares of Alerian MLP ETF worth $2.99M as of Q2 2026.
Congress Asset Management sold 2,965 Alerian MLP ETF shares in Q2 2026, an estimated $156K.
Alerian MLP ETF made up 0.02% of Congress Asset Management's portfolio in Q2 2026, its #271 holding.
Congress Asset Management first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
Congress Asset Management's Alerian MLP ETF position peaked at $7.93M in Q4 2022.
391 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.