Glass Jacobson Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Glass Jacobson Investment 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	-171	Closed	-$8.04K	–	609
2025 Q4	$8.04K	Hold	171	–	–	﹤0.01%	463
2025 Q3	$8.03K	Hold	171	–	–	﹤0.01%	465
2025 Q2	$8.36K	Hold	171	–	–	﹤0.01%	440
2025 Q1	$8.24K	Hold	171	–	–	﹤0.01%	617
2024 Q4	$8.24K	Hold	171	–	–	﹤0.01%	617
2024 Q3	$8.06K	Hold	171	–	–	﹤0.01%	589
2024 Q2	$8.21K	Hold	171	–	–	﹤0.01%	573
2024 Q1	$8.12K	Hold	171	–	–	﹤0.01%	577
2023 Q4	$7.27K	Hold	171	–	–	﹤0.01%	553
2023 Q3	$7.22K	Hold	171	–	–	﹤0.01%	526
2023 Q2	$6.71K	Buy	+171	New	+$6.63K	﹤0.01%	546
2022 Q4	$6.51K	Buy	+171	New	+$6.72K	﹤0.01%	560

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

Glass Jacobson Investment Advisors's AMLP Position: Q1 2026 in Review

Glass Jacobson Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 171 shares — an estimated $8.04K sold.

Glass Jacobson Investment Advisors first reported a position in AMLP in Q4 2022 and held it in 12 quarters. The position peaked at $8.36K in Q2 2025. 817 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Glass Jacobson Investment Advisors reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 171 Alerian MLP ETF shares in Q1 2026, an estimated $8.04K.
Glass Jacobson Investment Advisors first reported a position in Alerian MLP ETF in Q4 2022 and held it in 12 quarters.
Glass Jacobson Investment Advisors's Alerian MLP ETF position peaked at $8.36K in Q2 2025.
817 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.