Financial Insights’s Alerian MLP ETF AMLP Stock Holding History

Financial Insights’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	$264K	Buy	5,010 +20	+0.4%	+$1.02K	0.09%	111
2025 Q4	$235K	Buy	4,990 +700	+16%	+$32.8K	0.08%	116
2025 Q3	$201K	Buy	+4,290	New	+$207K	0.07%	140
2021 Q3	–	Sell	-1,510	Closed	-$550K	–	86
2021 Q2	$550K	Buy	+1,510	New	+$51.8K	0.05%	149
2019 Q4	–	Sell	-2,010	Closed	-$92K	–	81
2019 Q3	$92K	Hold	2,010	–	–	0.09%	69
2019 Q2	$90K	Buy	+2,010	New	+$99.4K	0.09%	63

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 Insights's AMLP Position: Q1 2026 in Review

Financial Insights increased its Alerian MLP ETF (AMLP) stake by 0.4% in Q1 2026, buying an estimated $1.02K and bringing the position to 5,010 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #111.

Financial Insights first reported a position in AMLP in Q2 2019 and has held it in 6 quarters since. The position peaked at $550K in Q2 2021. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Financial Insights held 5,010 shares of Alerian MLP ETF worth $264K as of Q1 2026.
Financial Insights bought 20 Alerian MLP ETF shares in Q1 2026, an estimated $1.02K.
Alerian MLP ETF made up 0.09% of Financial Insights's portfolio in Q1 2026, its #111 holding.
Financial Insights first reported a position in Alerian MLP ETF in Q2 2019 and has held it in 6 quarters since.
Financial Insights's Alerian MLP ETF position peaked at $550K in Q2 2021.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.