BFC Planning, Inc.’s Alerian MLP ETF AMLP Stock Holding History

BFC Planning, Inc.’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	$2.39M	Sell	46,058 -1,518	-3%	-$79.7K	0.1%	213
2026 Q1	$2.5M	Sell	47,576 -55	-0.1%	-$2.8K	0.11%	184
2025 Q4	$2.24M	Buy	47,631 +390	+0.8%	+$18.3K	0.1%	195
2025 Q3	$2.22M	Buy	47,241 +2,005	+4%	+$97K	0.16%	115
2025 Q2	$2.21M	Buy	45,236 +2,171	+5%	+$105K	0.17%	108
2025 Q1	$2.24M	Buy	43,065 +313	+0.7%	+$16.1K	0.2%	97
2024 Q4	$2.06M	Buy	+42,752	New	+$2.05M	0.17%	107

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 $8.84B AUM 20.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $179B AUM 16.96% 1-Year Est. Return

BFC Planning, Inc.'s AMLP Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Alerian MLP ETF (AMLP) stake by 3.2% in Q2 2026, selling an estimated $79.7K and leaving 46,058 shares worth $2.39M. The position accounts for 0.1% of the portfolio, ranked #213.

BFC Planning, Inc. first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q1 2026. 815 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

BFC Planning, Inc. held 46,058 shares of Alerian MLP ETF worth $2.39M as of Q2 2026.
BFC Planning, Inc. sold 1,518 Alerian MLP ETF shares in Q2 2026, an estimated $79.7K.
Alerian MLP ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #213 holding.
BFC Planning, Inc. first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Alerian MLP ETF position peaked at $2.5M in Q1 2026.
815 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.