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Gladstone Institutional Advisory’s Alerian MLP ETF AMLP Stock Holding History

Gladstone Institutional Advisory’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 		$2.07M Sell
39,997
-697
-2% -$36.6K 0.07% 287
2026
Q1 		$2.14M Buy
40,694
+4,821
+13% +$246K 0.08% 253
2025
Q4 		$1.69M Buy
35,873
+5,679
+19% +$266K 0.06% 273
2025
Q3 		$1.42M Buy
30,194
+3,816
+14% +$185K 0.05% 304
2025
Q2 		$1.29M Buy
26,378
+3,881
+17% +$188K 0.05% 307
2025
Q1 		$1.17M Buy
22,497
+8,206
+57% +$421K 0.05% 305
2024
Q4 		$688K Buy
14,291
+957
+7% +$46K 0.03% 386
2024
Q3 		$628K Sell
13,334
-2,561
-16% -$121K 0.03% 400
2024
Q2 		$763K Buy
15,895
+762
+5% +$35.6K 0.04% 337
2024
Q1 		$718K Sell
15,133
-418
-3% -$18.8K 0.04% 345
2023
Q4 		$661K Sell
15,551
-4,675
-23% -$198K 0.04% 361
2023
Q3 		$854K Buy
20,226
+3,064
+18% +$126K 0.06% 288
2023
Q2 		$673K Buy
17,162
+459
+3% +$17.8K 0.04% 348
2023
Q1 		$646K Buy
16,703
+3,465
+26% +$136K 0.04% 358
2022
Q4 		$504K Buy
13,238
+4,276
+48% +$168K 0.04% 391
2022
Q3 		$328K Sell
8,962
-1,861
-17% -$70.8K 0.03% 474
2022
Q2 		$373K Buy
+10,823
New +$415K 0.03% 467

Other funds holding AMLP

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Gladstone Institutional Advisory's AMLP Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Alerian MLP ETF (AMLP) stake by 1.7% in Q2 2026, selling an estimated $36.6K and leaving 39,997 shares worth $2.07M. The position accounts for 0.07% of the portfolio, ranked #287.

Gladstone Institutional Advisory first reported a position in AMLP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.14M in Q1 2026. 291 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Gladstone Institutional Advisory held 39,997 shares of Alerian MLP ETF worth $2.07M as of Q2 2026.
  • Gladstone Institutional Advisory sold 697 Alerian MLP ETF shares in Q2 2026, an estimated $36.6K.
  • Alerian MLP ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #287 holding.
  • Gladstone Institutional Advisory first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 17 quarters since.
  • Gladstone Institutional Advisory's Alerian MLP ETF position peaked at $2.14M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.