Fortis Group Advisors’s Alerian MLP ETF AMLP Stock Holding History

Fortis Group Advisors’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	$9.85M	Buy	189,931 +6,078	+3%	+$319K	1.57%	12
2026 Q1	$9.95M	Buy	183,853 +40,809	+29%	+$2.08M	1.65%	11
2025 Q4	$7.16M	Buy	143,044 +2,027	+1%	+$94.9K	1.2%	15
2025 Q3	$6.58M	Buy	141,017 +3,119	+2%	+$151K	1.13%	18
2025 Q2	$6.9M	Buy	137,898 +9,439	+7%	+$458K	1.25%	16
2025 Q1	$6.67M	Buy	128,459 +8,629	+7%	+$443K	1.3%	18
2024 Q4	$5.77M	Buy	119,830 +5,192	+5%	+$250K	1.07%	29
2024 Q3	$5.4M	Buy	114,638 +5,468	+5%	+$259K	1%	32
2024 Q2	$5.24M	Buy	109,170 +20,718	+23%	+$968K	1.04%	34
2024 Q1	$4.2M	Buy	88,452 +79,351	+872%	+$3.56M	0.77%	39
2023 Q4	$356K	Buy	9,101 +602	+7%	+$25.5K	0.09%	89
2023 Q3	$331K	Buy	8,499 +711	+9%	+$29.2K	0.1%	90
2023 Q2	$305K	Buy	7,788 +63	+0.8%	+$2.44K	0.08%	105
2023 Q1	$303K	Buy	+7,725	New	+$303K	0.09%	92
2020 Q3	$45K	Buy	+2,264	New	+$52.4K	0.01%	212

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

Fortis Group Advisors's AMLP Position: Q2 2026 in Review

Fortis Group Advisors increased its Alerian MLP ETF (AMLP) stake by 3.3% in Q2 2026, buying an estimated $319K and bringing the position to 189,931 shares worth $9.85M. The position accounts for 1.57% of the portfolio, ranked #12.

Fortis Group Advisors first reported a position in AMLP in Q3 2020 and has held it in 15 quarters since. The position peaked at $9.95M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Fortis Group Advisors held 189,931 shares of Alerian MLP ETF worth $9.85M as of Q2 2026.
Fortis Group Advisors bought 6,078 Alerian MLP ETF shares in Q2 2026, an estimated $319K.
Alerian MLP ETF made up 1.57% of Fortis Group Advisors's portfolio in Q2 2026, its #12 holding.
Fortis Group Advisors first reported a position in Alerian MLP ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's Alerian MLP ETF position peaked at $9.95M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.