Creative Financial Designs’s Alerian MLP ETF AMLP Stock Holding History

Creative Financial Designs’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	$8.55K	Buy	+165	New	+$8.66K	﹤0.01%	1556
2022 Q1	–	Sell	-572	Closed	-$19K	–	1250
2021 Q4	$19K	Hold	572	–	–	﹤0.01%	766
2021 Q3	$19K	Hold	572	–	–	﹤0.01%	869
2021 Q2	$21K	Hold	572	–	–	﹤0.01%	836
2021 Q1	$17K	Sell	572 -243	-30%	-$7.1K	﹤0.01%	813
2020 Q4	$21K	Sell	815 -200	-20%	-$4.81K	﹤0.01%	702
2020 Q3	$20K	Buy	1,015 +248	+32%	+$5.74K	﹤0.01%	656
2020 Q2	$19K	Buy	+767	New	+$18.8K	0.01%	609
2019 Q1	–	Sell	-300	Closed	-$13K	–	559
2018 Q4	$13K	Sell	300 -194	-39%	-$9.52K	0.01%	330
2018 Q3	$26K	Buy	494 +2	+0.4%	+$108	0.01%	301
2018 Q2	$25K	Sell	492 -198	-29%	-$10K	0.01%	321
2018 Q1	$32K	Buy	690 +1	+0.1%	+$53	0.02%	272
2017 Q4	$37K	Buy	689 +2	+0.3%	+$107	0.03%	246
2017 Q3	$39K	Sell	687 -170	-20%	-$9.72K	0.02%	261
2017 Q2	$51K	Buy	857 +138	+19%	+$8.41K	0.03%	232
2017 Q1	$46K	Sell	719 -109	-13%	-$7K	0.03%	242
2016 Q4	$52K	Buy	+828	New	+$51.2K	0.04%	224

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Creative Financial Designs's AMLP Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 165 shares worth $8.55K. The stake represents ﹤0.01% of the portfolio and ranks #1556 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in AMLP as recently as Q4 2021.

Creative Financial Designs first reported a position in AMLP in Q4 2016 and has held it in 17 quarters since. The position peaked at $52K in Q4 2016. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Creative Financial Designs held 165 shares of Alerian MLP ETF worth $8.55K as of Q2 2026.
Alerian MLP ETF was a new Creative Financial Designs position in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1556 holding.
Creative Financial Designs first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 17 quarters since.
Creative Financial Designs's Alerian MLP ETF position peaked at $52K in Q4 2016.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.