Eagle Strategies’s Alerian MLP ETF AMLP Stock Holding History

Eagle Strategies’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	$6.35M	Buy	122,564 +2,781	+2%	+$146K	0.63%	41
2026 Q1	$6.31M	Sell	119,783 -3,860	-3%	-$197K	0.75%	37
2025 Q4	$5.81M	Buy	123,643 +10,786	+10%	+$505K	0.74%	38
2025 Q3	$5.3M	Buy	112,857 +6,566	+6%	+$317K	0.71%	39
2025 Q2	$5.19M	Buy	106,291 +4,112	+4%	+$199K	0.79%	37
2025 Q1	$5.31M	Sell	102,179 -1,553	-1%	-$79.7K	0.92%	32
2024 Q4	$5M	Buy	103,732 +7,398	+8%	+$356K	0.86%	33
2024 Q3	$4.54M	Sell	96,334 -18,170	-16%	-$859K	0.82%	38
2024 Q2	$5.49M	Buy	114,504 +102,536	+857%	+$4.79M	1.05%	29
2024 Q1	$568K	Sell	11,968 -75,549	-86%	-$3.39M	0.13%	148
2023 Q4	$3.72M	Buy	87,517 +2,197	+3%	+$93.2K	0.8%	36
2023 Q3	$3.6M	Buy	85,320 +3,921	+5%	+$161K	0.89%	28
2023 Q2	$3.19M	Buy	81,399 +5,146	+7%	+$200K	0.78%	33
2023 Q1	$2.95M	Buy	76,253 +8,351	+12%	+$327K	0.74%	36
2022 Q4	$2.59M	Buy	+67,902	New	+$2.67M	0.77%	37

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

Eagle Strategies's AMLP Position: Q2 2026 in Review

Eagle Strategies increased its Alerian MLP ETF (AMLP) stake by 2.3% in Q2 2026, buying an estimated $146K and bringing the position to 122,564 shares worth $6.35M. The position accounts for 0.63% of the portfolio, ranked #41.

Eagle Strategies first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Eagle Strategies held 122,564 shares of Alerian MLP ETF worth $6.35M as of Q2 2026.
Eagle Strategies bought 2,781 Alerian MLP ETF shares in Q2 2026, an estimated $146K.
Alerian MLP ETF made up 0.63% of Eagle Strategies's portfolio in Q2 2026, its #41 holding.
Eagle Strategies first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.