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 Q2	$1.09M	Buy	21,109 +286	+1%	+$15K	0.39%	62
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 $1.89T 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

Custom Index Systems's AMLP Position: Q2 2026 in Review

Custom Index Systems increased its Alerian MLP ETF (AMLP) stake by 1.4% in Q2 2026, buying an estimated $15K and bringing the position to 21,109 shares worth $1.09M. The position accounts for 0.39% of the portfolio, ranked #62.

Custom Index Systems first reported a position in AMLP in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.47M in Q3 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Custom Index Systems held 21,109 shares of Alerian MLP ETF worth $1.09M as of Q2 2026.
Custom Index Systems bought 286 Alerian MLP ETF shares in Q2 2026, an estimated $15K.
Alerian MLP ETF made up 0.39% of Custom Index Systems's portfolio in Q2 2026, its #62 holding.
Custom Index Systems first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 10 quarters since.
Custom Index Systems's Alerian MLP ETF position peaked at $3.47M in Q3 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.