Gould Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Gould Asset Management’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	$999K	Buy	18,974 +1,480	+8%	+$75.4K	0.17%	71
2025 Q4	$823K	Buy	17,494 +1,635	+10%	+$76.5K	0.15%	82
2025 Q3	$744K	Buy	15,859 +421	+3%	+$20.4K	0.14%	85
2025 Q2	$754K	Sell	15,438 -125	-0.8%	-$6.06K	0.15%	78
2025 Q1	$808K	Sell	15,563 -540	-3%	-$27.7K	0.17%	72
2024 Q4	$776K	Buy	16,103 +410	+3%	+$19.7K	0.16%	76
2024 Q3	$740K	Sell	15,693 -159	-1%	-$7.52K	0.16%	75
2024 Q2	$761K	Sell	15,852 -248	-2%	-$11.6K	0.18%	72
2024 Q1	$764K	Sell	16,100 -515	-3%	-$23.1K	0.18%	72
2023 Q4	$706K	Sell	16,615 -445	-3%	-$18.9K	0.18%	65
2023 Q3	$720K	Buy	17,060 +455	+3%	+$18.7K	0.2%	55
2023 Q2	$651K	Sell	16,605 -494	-3%	-$19.2K	0.18%	62
2023 Q1	$661K	Sell	17,099 -447	-3%	-$17.5K	0.19%	62
2022 Q4	$668K	Sell	17,546 -2,320	-12%	-$91.2K	0.2%	58
2022 Q3	$726K	Sell	19,866 -1,567	-7%	-$59.6K	0.25%	46
2022 Q2	$738K	Sell	21,433 -4,103	-16%	-$157K	0.24%	48
2022 Q1	$978K	Sell	25,536 -10	-0%	-$368	0.28%	37
2021 Q4	$836K	Buy	25,546 +1,825	+8%	+$61.8K	0.23%	46
2021 Q3	$791K	Buy	23,721 +675	+3%	+$22.5K	0.24%	43
2021 Q2	$839K	Sell	23,046 -4,025	-15%	-$138K	0.24%	53
2021 Q1	$826K	Sell	27,071 -1,375	-5%	-$40.2K	0.25%	52
2020 Q4	$730K	Sell	28,446 -7,881	-22%	-$189K	0.22%	55
2020 Q3	$726K	Buy	36,327 +4,018	+12%	+$93K	0.25%	50
2020 Q2	$797K	Buy	32,309 +5,990	+23%	+$147K	0.28%	48
2020 Q1	$453K	Buy	26,319 +11,613	+79%	+$393K	0.17%	63
2019 Q4	$625K	Sell	14,706 -5,797	-28%	-$243K	0.21%	60
2019 Q3	$937K	Buy	20,503 +2,376	+13%	+$112K	0.33%	43
2019 Q2	$893K	Buy	18,127 +568	+3%	+$28.1K	0.32%	44
2019 Q1	$881K	Buy	17,559 +135	+0.8%	+$6.62K	0.33%	44
2018 Q4	$761K	Buy	17,424 +573	+3%	+$28.1K	0.32%	45
2018 Q3	$900K	Buy	16,851 +636	+4%	+$34.3K	0.36%	45
2018 Q2	$819K	Sell	16,215 -57	-0.4%	-$2.89K	0.35%	45
2018 Q1	$762K	Sell	16,272 -542	-3%	-$29K	0.33%	49
2017 Q4	$907K	Buy	16,814 +1,461	+10%	+$78.2K	0.39%	44
2017 Q3	$861K	Buy	15,353 +2,053	+15%	+$117K	0.39%	40
2017 Q2	$795K	Buy	13,300 +96	+0.7%	+$5.85K	0.38%	41
2017 Q1	$839K	Buy	13,204 +118	+0.9%	+$7.58K	0.42%	37
2016 Q4	$824K	Buy	13,086 +287	+2%	+$17.7K	0.42%	34
2016 Q3	$812K	Sell	12,799 -66	-0.5%	-$4.17K	0.44%	35
2016 Q2	$818K	Sell	12,865 -531	-4%	-$32K	0.44%	33
2016 Q1	$731K	Buy	13,396 +340	+3%	+$17.3K	0.39%	35
2015 Q4	$787K	Sell	13,056 -13,118	-50%	-$821K	0.42%	33
2015 Q3	$1.63M	Buy	26,174 +3,699	+16%	+$269K	0.91%	15
2015 Q2	$1.75M	Buy	22,475 +2,876	+15%	+$239K	0.89%	15
2015 Q1	$1.62M	Buy	19,599 +1,513	+8%	+$128K	0.8%	16
2014 Q4	$1.58M	Buy	18,086 +553	+3%	+$50.1K	0.78%	17
2014 Q3	$1.68M	Sell	17,533 -648	-4%	-$61.3K	0.81%	19
2014 Q2	$1.73M	Buy	18,181 +344	+2%	+$31.3K	0.83%	18
2014 Q1	$1.57M	Sell	17,837 -241	-1%	-$21.1K	0.83%	18
2013 Q4	$1.61M	Buy	18,078 +2,145	+13%	+$188K	0.94%	19
2013 Q3	$1.4M	Sell	15,933 -288	-2%	-$25.4K	0.88%	16
2013 Q2	$1.45M	Buy	+16,221	New	+$1.43M	0.9%	17

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Gould Asset Management's AMLP Position: Q1 2026 in Review

Gould Asset Management increased its Alerian MLP ETF (AMLP) stake by 8.5% in Q1 2026, buying an estimated $75.4K and bringing the position to 18,974 shares worth $999K. The position accounts for 0.17% of the portfolio, ranked #71.

Gould Asset Management first reported a position in AMLP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.75M in Q2 2015. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Gould Asset Management held 18,974 shares of Alerian MLP ETF worth $999K as of Q1 2026.
Gould Asset Management bought 1,480 Alerian MLP ETF shares in Q1 2026, an estimated $75.4K.
Alerian MLP ETF made up 0.17% of Gould Asset Management's portfolio in Q1 2026, its #71 holding.
Gould Asset Management first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 52 quarters since.
Gould Asset Management's Alerian MLP ETF position peaked at $1.75M in Q2 2015.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.