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Edgemoor Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Edgemoor 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
Q1 		$234K Hold
4,450
– – 0.02% 160
2025
Q4 		$209K Sell
4,450
-50
-1% -$2.34K 0.02% 169
2025
Q3 		$211K Buy
4,500
+50
+1% +$2.42K 0.02% 187
2025
Q2 		$217K Hold
4,450
– – 0.02% 165
2025
Q1 		$231K Hold
4,450
– – 0.02% 150
2024
Q4 		$214K Buy
+4,450
New +$214K 0.02% 161

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Edgemoor Investment Advisors's AMLP Position: Q1 2026 in Review

Edgemoor Investment Advisors held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 4,450 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #160.

Edgemoor Investment Advisors first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Edgemoor Investment Advisors held 4,450 shares of Alerian MLP ETF worth $234K as of Q1 2026.
  • Edgemoor Investment Advisors left its Alerian MLP ETF share count unchanged in Q1 2026.
  • Alerian MLP ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #160 holding.
  • Edgemoor Investment Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.