Disciplined Investors’s Alerian MLP ETF AMLP Stock Holding History

Disciplined Investors’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	$965K	Sell	18,613 -1,165	-6%	-$61.2K	0.48%	51
2026 Q1	$1.04M	Sell	19,778 -1,172	-6%	-$59.7K	0.62%	49
2025 Q4	$985K	Sell	20,950 -2,478	-11%	-$116K	0.65%	45
2025 Q3	$1.1M	Sell	23,428 -1,876	-7%	-$90.7K	0.78%	35
2025 Q2	$1.24M	Sell	25,304 -132	-0.5%	-$6.4K	0.96%	31
2025 Q1	$1.32M	Buy	25,436 +3,274	+15%	+$168K	1.19%	26
2024 Q4	$1.1M	Buy	+22,162	New	+$1.07M	1.06%	27

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

Disciplined Investors's AMLP Position: Q2 2026 in Review

Disciplined Investors reduced its Alerian MLP ETF (AMLP) stake by 5.9% in Q2 2026, selling an estimated $61.2K and leaving 18,613 shares worth $965K. The position accounts for 0.48% of the portfolio, ranked #51.

Disciplined Investors first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Disciplined Investors held 18,613 shares of Alerian MLP ETF worth $965K as of Q2 2026.
Disciplined Investors sold 1,165 Alerian MLP ETF shares in Q2 2026, an estimated $61.2K.
Alerian MLP ETF made up 0.48% of Disciplined Investors's portfolio in Q2 2026, its #51 holding.
Disciplined Investors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
Disciplined Investors's Alerian MLP ETF position peaked at $1.32M in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.