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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
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
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

Fiduciary Group's AMLP Position: Q1 2026 in Review

Fiduciary Group held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 10,750 shares worth $566K. The position accounts for 0.05% of the portfolio, ranked #198.

Fiduciary Group first reported a position in AMLP in Q3 2015 and has held it in 23 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Fiduciary Group held 10,750 shares of Alerian MLP ETF worth $566K as of Q1 2026.
  • Fiduciary Group left its Alerian MLP ETF share count unchanged in Q1 2026.
  • Alerian MLP ETF made up 0.05% of Fiduciary Group's portfolio in Q1 2026, its #198 holding.
  • Fiduciary Group first reported a position in Alerian MLP ETF in Q3 2015 and has held it in 23 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.