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Cornerstone Planning Group’s Alerian MLP ETF AMLP Stock Holding History

Cornerstone Planning Group’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 		$62.1K Sell
1,133
-578
-34% -$30.3K 0.01% 352
2026
Q1 		$92.2K Sell
1,711
-12,233
-88% -$623K 0.01% 263
2025
Q4 		$698K Buy
13,944
+13,929
+92,860% +$652K 0.11% 70
2025
Q3 		$846 Buy
+15
New +$725 ﹤0.01% 1354

Other funds holding AMLP

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
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cornerstone Planning Group's AMLP Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Alerian MLP ETF (AMLP) stake by 34% in Q2 2026, selling an estimated $30.3K and leaving 1,133 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #352.

Cornerstone Planning Group first reported a position in AMLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $698K in Q4 2025. 518 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Cornerstone Planning Group held 1,133 shares of Alerian MLP ETF worth $62.1K as of Q2 2026.
  • Cornerstone Planning Group sold 578 Alerian MLP ETF shares in Q2 2026, an estimated $30.3K.
  • Alerian MLP ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #352 holding.
  • Cornerstone Planning Group first reported a position in Alerian MLP ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Alerian MLP ETF position peaked at $698K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.