Fortem Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Fortem Financial Group’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	$12.9M	Buy	245,708 +3,597	+1%	+$183K	3.25%	5
2025 Q4	$11.4M	Sell	242,111 -1,148	-0.5%	-$53.7K	3.04%	6
2025 Q3	$11.4M	Buy	243,259 +3,831	+2%	+$185K	3.28%	5
2025 Q2	$11.7M	Sell	239,428 -1,908	-0.8%	-$92.5K	3.77%	4
2025 Q1	$12.5M	Buy	241,336 +6,430	+3%	+$330K	4.88%	1
2024 Q4	$11.3M	Buy	234,906 +2,058	+0.9%	+$98.9K	4.38%	1
2024 Q3	$11M	Buy	232,848 +2,121	+0.9%	+$100K	4.46%	1
2024 Q2	$11.1M	Sell	230,727 -1,748	-0.8%	-$81.7K	4.76%	1
2024 Q1	$11M	Buy	232,475 +225,918	+3,445%	+$10.1M	4.84%	1
2023 Q4	$279K	Hold	6,557	–	–	0.14%	142
2023 Q3	$277K	Hold	6,557	–	–	0.16%	139
2023 Q2	$257K	Hold	6,557	–	–	0.15%	137
2023 Q1	$253K	Sell	6,557 -1,021	-13%	-$40K	0.17%	129
2022 Q4	$288K	Hold	7,578	–	–	0.17%	136
2022 Q3	$277K	Hold	7,578	–	–	0.19%	129
2022 Q2	$261K	Hold	7,578	–	–	0.17%	144
2022 Q1	$290K	Buy	7,578 +1,021	+16%	+$37.6K	0.13%	139
2021 Q4	$215K	Hold	6,557	–	–	0.1%	161
2021 Q3	$219K	Hold	6,557	–	–	0.11%	161
2021 Q2	$239K	Hold	6,557	–	–	0.12%	152
2021 Q1	$200K	Hold	6,557	–	–	0.12%	157
2020 Q4	$168K	Buy	+6,557	New	+$158K	0.1%	159
2020 Q2	–	Sell	-5,260	Closed	-$90K	–	133
2020 Q1	$90K	Buy	+5,260	New	+$178K	0.08%	120

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

Fortem Financial Group's AMLP Position: Q1 2026 in Review

Fortem Financial Group increased its Alerian MLP ETF (AMLP) stake by 1.5% in Q1 2026, buying an estimated $183K and bringing the position to 245,708 shares worth $12.9M. The position accounts for 3.25% of the portfolio, ranked #5.

Fortem Financial Group first reported a position in AMLP in Q1 2020 and has held it in 23 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Fortem Financial Group held 245,708 shares of Alerian MLP ETF worth $12.9M as of Q1 2026.
Fortem Financial Group bought 3,597 Alerian MLP ETF shares in Q1 2026, an estimated $183K.
Alerian MLP ETF made up 3.25% of Fortem Financial Group's portfolio in Q1 2026, its #5 holding.
Fortem Financial Group first reported a position in Alerian MLP ETF in Q1 2020 and has held it in 23 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.