Financial Consulate’s Alerian MLP ETF AMLP Stock Holding History

Financial Consulate’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	$31.6K	Hold	600	–	–	﹤0.01%	402
2025 Q4	$28.2K	Buy	600 +200	+50%	+$9.36K	﹤0.01%	416
2025 Q3	$18.8K	Buy	+400	New	+$19.3K	﹤0.01%	462
2019 Q3	–	Sell	-2,816	Closed	-$139K	–	100
2019 Q2	$139K	Sell	2,816 -223	-7%	-$11K	0.06%	100
2019 Q1	$152K	Hold	3,039	–	–	0.07%	108
2018 Q4	$133K	Sell	3,039 -386	-11%	-$18.9K	0.08%	101
2018 Q3	$183K	Buy	3,425 +223	+7%	+$12K	0.1%	116
2018 Q2	$162K	Sell	3,202 -223	-7%	-$11.3K	0.08%	116
2018 Q1	$160K	Hold	3,425	–	–	0.08%	109
2017 Q4	$185K	Buy	+3,425	New	+$183K	0.09%	98

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Consulate's AMLP Position: Q1 2026 in Review

Financial Consulate held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 600 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Financial Consulate first reported a position in AMLP in Q4 2017 and has held it in 10 quarters since. The position peaked at $185K in Q4 2017. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Financial Consulate held 600 shares of Alerian MLP ETF worth $31.6K as of Q1 2026.
Financial Consulate left its Alerian MLP ETF share count unchanged in Q1 2026.
Alerian MLP ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #402 holding.
Financial Consulate first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 10 quarters since.
Financial Consulate's Alerian MLP ETF position peaked at $185K in Q4 2017.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.