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 Q2	$231K	Hold	4,450	–	–	0.02%	174
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 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

Edgemoor Investment Advisors's AMLP Position: Q2 2026 in Review

Edgemoor Investment Advisors held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 4,450 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #174.

Edgemoor Investment Advisors first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $234K in Q1 2026. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Edgemoor Investment Advisors held 4,450 shares of Alerian MLP ETF worth $231K as of Q2 2026.
Edgemoor Investment Advisors left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #174 holding.
Edgemoor Investment Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
Edgemoor Investment Advisors's Alerian MLP ETF position peaked at $234K in Q1 2026.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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