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Fountainhead AM’s Alerian MLP ETF AMLP Stock Holding History

Fountainhead AM’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 		– Sell
-2,222
Closed -$117K – 222
2026
Q1 		$117K Hold
2,222
– – 0.11% 128
2025
Q4 		$104K Sell
2,222
-3,881
-64% -$182K 0.15% 83
2025
Q3 		$286K Buy
6,103
+46
+0.8% +$2.22K 0.04% 179
2025
Q2 		$296K Buy
6,057
+259
+4% +$12.6K 0.04% 156
2025
Q1 		$301K Buy
5,798
+227
+4% +$11.7K 0.05% 134
2024
Q4 		$268K Buy
+5,571
New +$268K 0.05% 133

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fountainhead AM's AMLP Position: Q2 2026 in Review

Fountainhead AM sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 2,222 shares — an estimated $117K sold.

Fountainhead AM first reported a position in AMLP in Q4 2024 and held it in 6 quarters. The position peaked at $301K in Q1 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Fountainhead AM reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
  • Fountainhead AM sold 2,222 Alerian MLP ETF shares in Q2 2026, an estimated $117K.
  • Fountainhead AM first reported a position in Alerian MLP ETF in Q4 2024 and held it in 6 quarters.
  • Fountainhead AM's Alerian MLP ETF position peaked at $301K in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.