Delta Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Delta Investment Management’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	$3.01M	Buy	57,262 +584	+1%	+$29.7K	0.54%	43
2025 Q4	$2.67M	Buy	56,678 +10	+0%	+$468	0.46%	54
2025 Q3	$2.66M	Buy	56,668 +14,807	+35%	+$716K	0.48%	44
2025 Q2	$2.05M	Sell	41,861 -2,216	-5%	-$107K	0.39%	51
2025 Q1	$2.29M	Sell	44,077 -1,224	-3%	-$62.8K	0.46%	44
2024 Q4	$2.18M	Buy	+45,301	New	+$2.18M	0.42%	45
2023 Q2	–	Sell	-5,189	Closed	-$201K	–	189
2023 Q1	$201K	Sell	5,189 -446	-8%	-$17.5K	0.06%	177
2022 Q4	$215K	Hold	5,635	–	–	0.07%	167
2022 Q3	$206K	Buy	+5,635	New	+$214K	0.09%	158

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

Delta Investment Management's AMLP Position: Q1 2026 in Review

Delta Investment Management increased its Alerian MLP ETF (AMLP) stake by 1% in Q1 2026, buying an estimated $29.7K and bringing the position to 57,262 shares worth $3.01M. The position accounts for 0.54% of the portfolio, ranked #43.

Delta Investment Management first reported a position in AMLP in Q3 2022 and has held it in 9 quarters since. 812 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Delta Investment Management held 57,262 shares of Alerian MLP ETF worth $3.01M as of Q1 2026.
Delta Investment Management bought 584 Alerian MLP ETF shares in Q1 2026, an estimated $29.7K.
Alerian MLP ETF made up 0.54% of Delta Investment Management's portfolio in Q1 2026, its #43 holding.
Delta Investment Management first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 9 quarters since.
812 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.