Continuum Advisory’s Alerian MLP ETF AMLP Stock Holding History

Continuum Advisory’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	$5M	Buy	94,936 +14,133	+17%	+$720K	0.48%	49
2025 Q4	$3.8M	Sell	80,803 -1,406	-2%	-$65.8K	0.38%	63
2025 Q3	$3.86M	Buy	82,209 +27,773	+51%	+$1.34M	0.41%	63
2025 Q2	$2.66M	Buy	54,436 +46	+0.1%	+$2.23K	0.32%	75
2025 Q1	$2.83M	Buy	54,390 +630	+1%	+$32.3K	0.36%	66
2024 Q4	$2.59M	Buy	53,760 +34	+0.1%	+$1.63K	0.33%	76
2024 Q3	$2.55M	Buy	53,726 +21,398	+66%	+$1.01M	0.33%	77
2024 Q2	$1.55M	Buy	32,328 +137	+0.4%	+$6.4K	0.22%	102
2024 Q1	$1.51M	Sell	32,191 -23,545	-42%	-$1.06M	0.23%	100
2023 Q4	$2.37M	Sell	55,736 -22,348	-29%	-$948K	0.34%	68
2023 Q3	$3.3M	Sell	78,084 -1,827	-2%	-$75K	0.53%	38
2023 Q2	$3.13M	Buy	79,911 +297	+0.4%	+$11.5K	0.5%	41
2023 Q1	$3.08M	Sell	79,614 -2,569	-3%	-$101K	0.52%	40
2022 Q4	$3.13M	Buy	82,183 +5,290	+7%	+$208K	0.56%	41
2022 Q3	$2.81M	Buy	76,893 +27,140	+55%	+$1.03M	0.5%	45
2022 Q2	$1.71M	Buy	49,753 +5,585	+13%	+$214K	0.31%	85
2022 Q1	$1.68M	Buy	+44,168	New	+$1.62M	0.32%	86

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

Continuum Advisory's AMLP Position: Q1 2026 in Review

Continuum Advisory increased its Alerian MLP ETF (AMLP) stake by 17% in Q1 2026, buying an estimated $720K and bringing the position to 94,936 shares worth $5M. The position accounts for 0.48% of the portfolio, ranked #49.

Continuum Advisory first reported a position in AMLP in Q1 2022 and has held it in 17 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Continuum Advisory held 94,936 shares of Alerian MLP ETF worth $5M as of Q1 2026.
Continuum Advisory bought 14,133 Alerian MLP ETF shares in Q1 2026, an estimated $720K.
Alerian MLP ETF made up 0.48% of Continuum Advisory's portfolio in Q1 2026, its #49 holding.
Continuum Advisory first reported a position in Alerian MLP ETF in Q1 2022 and has held it in 17 quarters since.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.