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Garton & Associates Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-100
Closed -$4.7K – 146
2025
Q4 		$4.7K Buy
+100
New +$4.68K ﹤0.01% 1005

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

Garton & Associates Financial Advisors's AMLP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 100 shares — an estimated $4.7K sold.

Garton & Associates Financial Advisors first reported a position in AMLP in Q4 2025 and held it in 1 quarter. The position peaked at $4.7K in Q4 2025. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 100 Alerian MLP ETF shares in Q1 2026, an estimated $4.7K.
  • Garton & Associates Financial Advisors first reported a position in Alerian MLP ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Alerian MLP ETF position peaked at $4.7K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.