Empire Financial Management Company’s Alerian MLP ETF AMLP Stock Holding History

Empire Financial Management Company’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	–	Sell	-10,800	Closed	-$569K	–	144
2026 Q1	$569K	Hold	10,800	–	–	0.13%	146
2025 Q4	$508K	Hold	10,800	–	–	0.11%	154
2025 Q3	$507K	Hold	10,800	–	–	0.12%	155
2025 Q2	$528K	Hold	10,800	–	–	0.15%	142
2025 Q1	$561K	Hold	10,800	–	–	0.17%	133
2024 Q4	$520K	Hold	10,800	–	–	0.16%	143
2024 Q3	$509K	Hold	10,800	–	–	0.16%	146
2024 Q2	$518K	Hold	10,800	–	–	0.17%	138
2024 Q1	$513K	Hold	10,800	–	–	0.17%	139
2023 Q4	$459K	Hold	10,800	–	–	0.18%	137
2023 Q3	$456K	Hold	10,800	–	–	0.2%	129
2023 Q2	$423K	Hold	10,800	–	–	0.17%	132
2023 Q1	$417K	Buy	+10,800	New	+$423K	0.17%	134

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

Empire Financial Management Company's AMLP Position: Q2 2026 in Review

Empire Financial Management Company sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 10,800 shares — an estimated $569K sold.

Empire Financial Management Company first reported a position in AMLP in Q1 2023 and held it in 13 quarters. The position peaked at $569K in Q1 2026. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Empire Financial Management Company reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 10,800 Alerian MLP ETF shares in Q2 2026, an estimated $569K.
Empire Financial Management Company first reported a position in Alerian MLP ETF in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's Alerian MLP ETF position peaked at $569K in Q1 2026.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.