Fiduciary Group’s Alerian MLP ETF AMLP Stock Holding History

Fiduciary 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	$697K	Buy	13,450 +2,700	+25%	+$142K	0.05%	190
2026 Q1	$566K	Hold	10,750	–	–	0.05%	198
2025 Q4	$505K	Hold	10,750	–	–	0.04%	204
2025 Q3	$504K	Hold	10,750	–	–	0.04%	205
2025 Q2	$525K	Hold	10,750	–	–	0.05%	194
2025 Q1	$558K	Buy	10,750 +100	+0.9%	+$5.13K	0.06%	186
2024 Q4	$513K	Buy	10,650 +300	+3%	+$14.4K	0.05%	190
2024 Q3	$488K	Buy	10,350 +200	+2%	+$9.46K	0.05%	195
2024 Q2	$487K	Buy	10,150 +5,150	+103%	+$241K	0.05%	190
2024 Q1	$237K	Hold	5,000	–	–	0.03%	247
2023 Q4	$213K	Hold	5,000	–	–	0.02%	249
2023 Q3	$211K	Buy	+5,000	New	+$205K	0.03%	230
2020 Q2	–	Sell	-2,060	Closed	-$35K	–	200
2020 Q1	$35K	Buy	+2,060	New	+$69.8K	0.01%	177
2019 Q4	–	Sell	-6,600	Closed	-$302K	–	198
2019 Q3	$302K	Sell	6,600 -400	-6%	-$18.9K	0.05%	160
2019 Q2	$344K	Buy	7,000 +3,500	+100%	+$173K	0.06%	148
2019 Q1	$176K	Hold	3,500	–	–	0.03%	177
2018 Q4	$153K	Buy	3,500 +600	+21%	+$29.4K	0.03%	167
2018 Q3	$155K	Hold	2,900	–	–	0.03%	173
2018 Q2	$146K	Sell	2,900 -2,500	-46%	-$127K	0.03%	165
2018 Q1	$252K	Hold	5,400	–	–	0.05%	154
2017 Q4	$292K	Buy	5,400 +3,350	+163%	+$179K	0.06%	144
2017 Q3	$115K	Hold	2,050	–	–	0.03%	171
2017 Q2	$123K	Buy	+2,050	New	+$125K	0.03%	172
2015 Q4	–	Sell	-4,000	Closed	-$250K	–	178
2015 Q3	$250K	Buy	+4,000	New	+$291K	0.08%	164

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

Fiduciary Group's AMLP Position: Q2 2026 in Review

Fiduciary Group increased its Alerian MLP ETF (AMLP) stake by 25% in Q2 2026, buying an estimated $142K and bringing the position to 13,450 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #190.

Fiduciary Group first reported a position in AMLP in Q3 2015 and has held it in 24 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Fiduciary Group held 13,450 shares of Alerian MLP ETF worth $697K as of Q2 2026.
Fiduciary Group bought 2,700 Alerian MLP ETF shares in Q2 2026, an estimated $142K.
Alerian MLP ETF made up 0.05% of Fiduciary Group's portfolio in Q2 2026, its #190 holding.
Fiduciary Group first reported a position in Alerian MLP ETF in Q3 2015 and has held it in 24 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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