Dumont & Blake Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Dumont & Blake Investment Advisors’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	$620K	Sell	11,962 -366	-3%	-$19.2K	0.14%	129
2026 Q1	$649K	Sell	12,328 -532	-4%	-$27.1K	0.16%	128
2025 Q4	$605K	Sell	12,860 -1,396	-10%	-$65.4K	0.15%	134
2025 Q3	$669K	Sell	14,256 -156	-1%	-$7.54K	0.16%	126
2025 Q2	$704K	Hold	14,412	–	–	0.18%	119
2025 Q1	$749K	Hold	14,412	–	–	0.21%	110
2024 Q4	$694K	Hold	14,412	–	–	0.19%	119
2024 Q3	$679K	Sell	14,412 -14,410	-50%	-$682K	0.18%	127
2024 Q2	$1.38M	Buy	28,822 +14,361	+99%	+$671K	0.2%	118
2024 Q1	$686K	Sell	14,461 -103	-0.7%	-$4.63K	0.2%	116
2023 Q4	$619K	Sell	14,564 -681	-4%	-$28.9K	0.19%	121
2023 Q3	$643K	Sell	15,245 -79	-0.5%	-$3.24K	0.22%	114
2023 Q2	$601K	Sell	15,324 -14	-0.1%	-$543	0.2%	118
2023 Q1	$593K	Buy	15,338 +211	+1%	+$8.27K	0.2%	118
2022 Q4	$576K	Sell	15,127 -1,074	-7%	-$42.2K	0.2%	115
2022 Q3	$592K	Sell	16,201 -75	-0.5%	-$2.85K	0.22%	111
2022 Q2	$561K	Buy	16,276 +1	+0%	+$38	0.18%	128
2022 Q1	$623K	Sell	16,275 -133	-0.8%	-$4.89K	0.17%	131
2021 Q4	$537K	Sell	16,408 -713	-4%	-$24.1K	0.14%	136
2021 Q3	$571K	Buy	17,121 +204	+1%	+$6.81K	0.16%	133
2021 Q2	$616K	Sell	16,917 -32	-0.2%	-$1.1K	0.18%	130
2021 Q1	$517K	Hold	16,949	–	–	0.16%	129
2020 Q4	$435K	Sell	16,949 -55	-0.3%	-$1.32K	0.15%	127
2020 Q3	$340K	Sell	17,004 -134	-0.8%	-$3.1K	0.13%	131
2020 Q2	$423K	Sell	17,138 -252	-1%	-$6.17K	0.18%	126
2020 Q1	$299K	Sell	17,390 -281	-2%	-$9.52K	0.15%	132
2019 Q4	$751K	Sell	17,671 -328	-2%	-$13.8K	0.3%	94
2019 Q3	$823K	Hold	17,999	–	–	0.35%	91
2019 Q2	$886K	Sell	17,999 -70	-0.4%	-$3.46K	0.37%	85
2019 Q1	$906K	Sell	18,069 -182	-1%	-$8.92K	0.38%	85
2018 Q4	$797K	Sell	18,251 -1,553	-8%	-$76.2K	0.37%	89
2018 Q3	$1.06M	Sell	19,804 -303	-2%	-$16.3K	0.41%	82
2018 Q2	$1.01M	Sell	20,107 -60	-0.3%	-$3.04K	0.43%	81
2018 Q1	$945K	Sell	20,167 -324	-2%	-$17.3K	0.4%	89
2017 Q4	$1.11M	Sell	20,491 -87	-0.4%	-$4.65K	0.45%	78
2017 Q3	$1.15M	Buy	20,578 +177	+0.9%	+$10.1K	0.49%	74
2017 Q2	$1.22M	Sell	20,401 -113	-0.6%	-$6.89K	0.54%	59
2017 Q1	$1.3M	Buy	20,514 +75	+0.4%	+$4.82K	0.59%	51
2016 Q4	$1.29M	Sell	20,439 -23	-0.1%	-$1.42K	0.6%	49
2016 Q3	$1.3M	Sell	20,462 -1	-0%	-$63	0.64%	46
2016 Q2	$1.3M	Sell	20,463 -433	-2%	-$26.1K	0.65%	47
2016 Q1	$1.14M	Sell	20,896 -621	-3%	-$31.6K	0.59%	57
2015 Q4	$1.3M	Sell	21,517 -9,893	-31%	-$619K	0.66%	50
2015 Q3	$1.96M	Sell	31,410 -591	-2%	-$43K	1.06%	23
2015 Q2	$2.49M	Buy	32,001 +704	+2%	+$58.5K	1.22%	18
2015 Q1	$2.59M	Buy	31,297 +595	+2%	+$50.3K	1.26%	15
2014 Q4	$2.69M	Buy	30,702 +330	+1%	+$29.9K	1.33%	13
2014 Q3	$2.91M	Sell	30,372 -94	-0.3%	-$8.89K	1.5%	12
2014 Q2	$2.89M	Buy	30,466 +318	+1%	+$29K	1.45%	11
2014 Q1	$2.66M	Buy	30,148 +425	+1%	+$37.3K	1.38%	11
2013 Q4	$2.64M	Sell	29,723 -3,420	-10%	-$300K	1.36%	12
2013 Q3	$2.92M	Buy	+33,143	New	+$2.92M	1.39%	11

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

Dumont & Blake Investment Advisors's AMLP Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Alerian MLP ETF (AMLP) stake by 3% in Q2 2026, selling an estimated $19.2K and leaving 11,962 shares worth $620K. The position accounts for 0.14% of the portfolio, ranked #129.

Dumont & Blake Investment Advisors first reported a position in AMLP in Q3 2013 and has held it in 52 quarters since. The position peaked at $2.92M in Q3 2013. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Dumont & Blake Investment Advisors held 11,962 shares of Alerian MLP ETF worth $620K as of Q2 2026.
Dumont & Blake Investment Advisors sold 366 Alerian MLP ETF shares in Q2 2026, an estimated $19.2K.
Alerian MLP ETF made up 0.14% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #129 holding.
Dumont & Blake Investment Advisors first reported a position in Alerian MLP ETF in Q3 2013 and has held it in 52 quarters since.
Dumont & Blake Investment Advisors's Alerian MLP ETF position peaked at $2.92M in Q3 2013.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.