Forte Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Forte 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	$3.14M	Buy	59,602 +1,488	+3%	+$75.8K	1.38%	29
2025 Q4	$2.73M	Buy	58,114 +761	+1%	+$35.6K	1.24%	29
2025 Q3	$2.69M	Sell	57,353 -314	-0.5%	-$15.2K	1.3%	27
2025 Q2	$2.82M	Sell	57,667 -638	-1%	-$30.9K	1.44%	27
2025 Q1	$3.03M	Buy	58,305 +990	+2%	+$50.8K	1.53%	24
2024 Q4	$2.76M	Sell	57,315 -4,803	-8%	-$231K	1.47%	26
2024 Q3	$2.93M	Sell	62,118 -7,233	-10%	-$342K	1.56%	25
2024 Q2	$3.33M	Buy	69,351 +153	+0.2%	+$7.15K	1.96%	19
2024 Q1	$3.28M	Buy	69,198 +3,490	+5%	+$157K	1.99%	21
2023 Q4	$2.79M	Sell	65,708 -1,933	-3%	-$82K	1.91%	19
2023 Q3	$2.85M	Sell	67,641 -9,738	-13%	-$400K	1.92%	22
2023 Q2	$3.03M	Sell	77,379 -11,085	-13%	-$430K	1.97%	20
2023 Q1	$3.42M	Sell	88,464 -7,242	-8%	-$284K	2.26%	16
2022 Q4	$3.64M	Buy	95,706 +3,879	+4%	+$153K	2.37%	17
2022 Q3	$3.36M	Sell	91,827 -9,177	-9%	-$349K	2.23%	15
2022 Q2	$3.48M	Buy	+101,004	New	+$3.88M	2.41%	13

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

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

Forte Asset Management increased its Alerian MLP ETF (AMLP) stake by 2.6% in Q1 2026, buying an estimated $75.8K and bringing the position to 59,602 shares worth $3.14M. The position accounts for 1.38% of the portfolio, ranked #29.

Forte Asset Management first reported a position in AMLP in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.64M in Q4 2022. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Forte Asset Management held 59,602 shares of Alerian MLP ETF worth $3.14M as of Q1 2026.
Forte Asset Management bought 1,488 Alerian MLP ETF shares in Q1 2026, an estimated $75.8K.
Alerian MLP ETF made up 1.38% of Forte Asset Management's portfolio in Q1 2026, its #29 holding.
Forte Asset Management first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 16 quarters since.
Forte Asset Management's Alerian MLP ETF position peaked at $3.64M in Q4 2022.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.