Financial Gravity Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Financial Gravity Asset Management’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	$8.84K	Hold	168	–	–	﹤0.01%	592
2025 Q4	$7.9K	Hold	168	–	–	﹤0.01%	520
2025 Q3	$7.88K	Buy	+168	New	+$8.12K	﹤0.01%	614
2025 Q1	$8.73K	Buy	+168	New	+$8.63K	﹤0.01%	631
2024 Q2	$8.06K	Sell	168 -878	-84%	-$41K	﹤0.01%	526
2024 Q1	$45.3K	Sell	1,046 -14,062	-93%	-$632K	0.01%	402
2023 Q4	$1.19M	Buy	15,108 +912	+6%	+$38.7K	0.01%	328
2023 Q3	$1.15M	Buy	14,196 +13,486	+1,899%	+$553K	0.01%	322
2023 Q2	$28	Sell	710 -39	-5%	-$1.51K	﹤0.01%	1459
2023 Q1	$1.34K	Buy	+749	New	+$29.4K	0.04%	336
2022 Q4	–	Sell	-111	Closed	-$1.24K	–	1406
2022 Q3	$1.24K	Buy	111 +9	+9%	+$342	0.04%	335
2022 Q2	$1.17K	Sell	102 -12	-11%	-$461	0.04%	312
2022 Q1	$1.3K	Buy	114 +15	+15%	+$552	0.04%	320
2021 Q4	$1.11K	Buy	99 +65	+191%	+$2.2K	0.03%	376
2021 Q3	$33K	Hold	34	–	–	0.02%	680
2021 Q2	$36K	Hold	34	–	–	0.01%	665
2021 Q1	$1.03K	Sell	34 -36	-51%	-$1.05K	0.02%	291
2020 Q4	$2K	Buy	+70	New	+$1.68K	﹤0.01%	299
2020 Q2	–	Sell	-35	Closed	-$600	–	55
2020 Q1	$600	Sell	35 -2,471	-99%	-$83.7K	﹤0.01%	528
2019 Q4	$14K	Buy	2,506 +1,942	+344%	+$81.5K	0.01%	1113
2019 Q3	$26K	Sell	564 -345	-38%	-$16.3K	0.02%	405
2019 Q2	$45K	Sell	909 -563	-38%	-$27.8K	0.04%	336
2019 Q1	$75K	Buy	+1,472	New	+$72.2K	0.06%	240

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 Gravity Asset Management's AMLP Position: Q1 2026 in Review

Financial Gravity Asset Management held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 168 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Financial Gravity Asset Management first reported a position in AMLP in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.19M in Q4 2023. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Financial Gravity Asset Management held 168 shares of Alerian MLP ETF worth $8.84K as of Q1 2026.
Financial Gravity Asset Management left its Alerian MLP ETF share count unchanged in Q1 2026.
Alerian MLP ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #592 holding.
Financial Gravity Asset Management first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 23 quarters since.
Financial Gravity Asset Management's Alerian MLP ETF position peaked at $1.19M in Q4 2023.
816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.