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 Q2	$31.1K	Hold	600	–	–	﹤0.01%	435
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 $1.89T 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

Financial Consulate's AMLP Position: Q2 2026 in Review

Financial Consulate held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 600 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Financial Consulate first reported a position in AMLP in Q4 2017 and has held it in 11 quarters since. The position peaked at $185K in Q4 2017. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Financial Consulate held 600 shares of Alerian MLP ETF worth $31.1K as of Q2 2026.
Financial Consulate left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #435 holding.
Financial Consulate first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 11 quarters since.
Financial Consulate's Alerian MLP ETF position peaked at $185K in Q4 2017.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.