Custom Index Systems’s Alerian MLP ETF AMLP Stock Holding History

Custom Index Systems’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	$1.1M	Sell	20,823 -12,754	-38%	-$650K	0.48%	49
2025 Q4	$1.58M	Sell	33,577 -40,382	-55%	-$1.89M	0.7%	30
2025 Q3	$3.47M	Buy	+73,959	New	+$3.58M	1.03%	21
2025 Q2	–	Sell	-9,734	Closed	-$506K	–	238
2025 Q1	$506K	Hold	9,734	–	–	0.26%	114
2024 Q4	$469K	Sell	9,734 -46	-0.5%	-$2.21K	0.25%	109
2024 Q3	$461K	Sell	9,780 -4,006	-29%	-$189K	0.25%	122
2024 Q2	$661K	Sell	13,786 -148	-1%	-$6.92K	0.38%	56
2024 Q1	$661K	Sell	13,934 -1,093	-7%	-$49.1K	0.38%	59
2023 Q4	$639K	Buy	+15,027	New	+$637K	0.39%	54

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

Custom Index Systems's AMLP Position: Q1 2026 in Review

Custom Index Systems reduced its Alerian MLP ETF (AMLP) stake by 38% in Q1 2026, selling an estimated $650K and leaving 20,823 shares worth $1.1M. The position accounts for 0.48% of the portfolio, ranked #49.

Custom Index Systems first reported a position in AMLP in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.47M in Q3 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Custom Index Systems held 20,823 shares of Alerian MLP ETF worth $1.1M as of Q1 2026.
Custom Index Systems sold 12,754 Alerian MLP ETF shares in Q1 2026, an estimated $650K.
Alerian MLP ETF made up 0.48% of Custom Index Systems's portfolio in Q1 2026, its #49 holding.
Custom Index Systems first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 9 quarters since.
Custom Index Systems's Alerian MLP ETF position peaked at $3.47M in Q3 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.