Creative Planning’s Alerian MLP ETF AMLP Stock Holding History

Creative Planning’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
2015 Q4	–	Sell	-1,400	Closed	-$1K	–	4390
2015 Q3	$1K	Buy	+1,400	New	+$102K	﹤0.01%	4065

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning's AMLP Position: Q2 2026 in Review

Creative Planning reduced its Alerian MLP ETF (AMLP) stake by 0.96% in Q2 2026, selling an estimated $1.13M and leaving 2,225,589 shares worth $115M. The position accounts for 0.07% of the portfolio, ranked #132.

Creative Planning first reported a position in AMLP in Q2 2013 and has held it in 53 quarters since. The position peaked at $301M in Q4 2019. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Creative Planning held 2,225,589 shares of Alerian MLP ETF worth $115M as of Q2 2026.
Creative Planning sold 21,482 Alerian MLP ETF shares in Q2 2026, an estimated $1.13M.
Alerian MLP ETF made up 0.07% of Creative Planning's portfolio in Q2 2026, its #132 holding.
Creative Planning first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Alerian MLP ETF position peaked at $301M in Q4 2019.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.