Everest Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Everest Financial Group’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	$940K	Sell	18,128 -4,172	-19%	-$219K	0.13%	100
2026 Q1	$1.17M	Buy	+22,300	New	+$1.14M	0.19%	81

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

Everest Financial Group's AMLP Position: Q2 2026 in Review

Everest Financial Group reduced its Alerian MLP ETF (AMLP) stake by 19% in Q2 2026, selling an estimated $219K and leaving 18,128 shares worth $940K. The position accounts for 0.13% of the portfolio, ranked #100.

Everest Financial Group first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.17M in Q1 2026. 805 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Everest Financial Group held 18,128 shares of Alerian MLP ETF worth $940K as of Q2 2026.
Everest Financial Group sold 4,172 Alerian MLP ETF shares in Q2 2026, an estimated $219K.
Alerian MLP ETF made up 0.13% of Everest Financial Group's portfolio in Q2 2026, its #100 holding.
Everest Financial Group first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
Everest Financial Group's Alerian MLP ETF position peaked at $1.17M in Q1 2026.
805 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.