CVA Family Office’s Alerian MLP ETF AMLP Stock Holding History

CVA Family Office’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	$4.15K	Hold	80	–	–	﹤0.01%	1330
2026 Q1	$4.21K	Hold	80	–	–	﹤0.01%	1289
2025 Q4	$3.76K	Hold	80	–	–	﹤0.01%	919
2025 Q3	$3.75K	Hold	80	–	–	﹤0.01%	927
2025 Q2	$3.91K	Hold	80	–	–	﹤0.01%	921
2025 Q1	$4.16K	Hold	80	–	–	﹤0.01%	921
2024 Q4	$3.85K	Hold	80	–	–	﹤0.01%	912
2024 Q3	$3.77K	Hold	80	–	–	﹤0.01%	885
2024 Q2	$3.84K	Hold	80	–	–	﹤0.01%	864
2024 Q1	$3.8K	Hold	80	–	–	﹤0.01%	865
2023 Q4	$3.4K	Buy	+80	New	+$3.39K	﹤0.01%	851
2023 Q3	–	Sell	-80	Closed	-$3.14K	–	261
2023 Q2	$3.14K	Buy	+80	New	+$3.1K	﹤0.01%	852

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

CVA Family Office's AMLP Position: Q2 2026 in Review

CVA Family Office held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 80 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

CVA Family Office first reported a position in AMLP in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.21K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

CVA Family Office held 80 shares of Alerian MLP ETF worth $4.15K as of Q2 2026.
CVA Family Office left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1330 holding.
CVA Family Office first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 12 quarters since.
CVA Family Office's Alerian MLP ETF position peaked at $4.21K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.