Greatmark Investment Partners’s Alerian MLP ETF AMLP Stock Holding History

Greatmark Investment Partners’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	$3.04M	Sell	58,675 -475	-0.8%	-$24.9K	0.34%	57
2026 Q1	$3.11M	Sell	59,150 -175	-0.3%	-$8.91K	0.36%	53
2025 Q4	$2.79M	Buy	59,325 +1,085	+2%	+$50.8K	0.33%	54
2025 Q3	$2.73M	Buy	58,240 +775	+1%	+$37.5K	0.33%	55
2025 Q2	$2.81M	Buy	57,465 +175	+0.3%	+$8.49K	0.35%	52
2025 Q1	$2.98M	Hold	57,290	–	–	0.41%	50
2024 Q4	$2.76M	Sell	57,290 -6,350	-10%	-$305K	0.38%	52
2024 Q3	$3M	Sell	63,640 -983	-2%	-$46.5K	0.41%	49
2024 Q2	$3.1M	Sell	64,623 -2,567	-4%	-$120K	0.45%	47
2024 Q1	$3.19M	Sell	67,190 -2,950	-4%	-$133K	0.45%	47
2023 Q4	$2.98M	Sell	70,140 -6,185	-8%	-$262K	0.47%	46
2023 Q3	$3.22M	Sell	76,325 -725	-0.9%	-$29.8K	0.57%	43
2023 Q2	$3.02M	Sell	77,050 -6,075	-7%	-$236K	0.51%	46
2023 Q1	$3.21M	Sell	83,125 -3,800	-4%	-$149K	0.57%	43
2022 Q4	$3.31M	Sell	86,925 -2,400	-3%	-$94.4K	0.61%	42
2022 Q3	$3.27M	Sell	89,325 -900	-1%	-$34.2K	0.63%	42
2022 Q2	$3.11M	Buy	90,225 +250	+0.3%	+$9.6K	0.6%	40
2022 Q1	$3.45M	Buy	89,975 +1,450	+2%	+$53.3K	0.57%	40
2021 Q4	$2.9M	Sell	88,525 -525	-0.6%	-$17.8K	0.49%	41
2021 Q3	$2.97M	Buy	89,050 +5,675	+7%	+$189K	0.56%	40
2021 Q2	$3.04M	Buy	83,375 +6,925	+9%	+$238K	0.55%	40
2021 Q1	$2.33M	Buy	76,450 +27,225	+55%	+$795K	0.46%	46
2020 Q4	$1.26M	Buy	49,225 +9,300	+23%	+$223K	0.27%	55
2020 Q3	$798K	Buy	39,925 +5,160	+15%	+$119K	0.2%	64
2020 Q2	$858K	Buy	34,765 +6,610	+23%	+$162K	0.23%	59
2020 Q1	$484K	Sell	28,155 -235	-0.8%	-$7.96K	0.16%	70
2019 Q4	$1.21M	Sell	28,390 -2,790	-9%	-$117K	0.3%	57
2019 Q3	$1.43M	Sell	31,180 -1,695	-5%	-$80.2K	0.39%	50
2019 Q2	$1.62M	Sell	32,875 -1,410	-4%	-$69.7K	0.48%	48
2019 Q1	$1.72M	Buy	34,285 +2,775	+9%	+$136K	0.54%	45
2018 Q4	$1.38M	Sell	31,510 -3,705	-11%	-$182K	0.49%	44
2018 Q3	$1.88M	Buy	35,215 +3,600	+11%	+$194K	0.59%	39
2018 Q2	$1.6M	Buy	31,615 +220	+0.7%	+$11.2K	0.55%	43
2018 Q1	$1.47M	Buy	31,395 +440	+1%	+$23.5K	0.54%	47
2017 Q4	$1.67M	Buy	30,955 +20,065	+184%	+$1.07M	0.61%	45
2017 Q3	$611K	Buy	+10,890	New	+$623K	0.23%	68

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 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

Greatmark Investment Partners's AMLP Position: Q2 2026 in Review

Greatmark Investment Partners reduced its Alerian MLP ETF (AMLP) stake by 0.8% in Q2 2026, selling an estimated $24.9K and leaving 58,675 shares worth $3.04M. The position accounts for 0.34% of the portfolio, ranked #57.

Greatmark Investment Partners first reported a position in AMLP in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.45M in Q1 2022. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Greatmark Investment Partners held 58,675 shares of Alerian MLP ETF worth $3.04M as of Q2 2026.
Greatmark Investment Partners sold 475 Alerian MLP ETF shares in Q2 2026, an estimated $24.9K.
Alerian MLP ETF made up 0.34% of Greatmark Investment Partners's portfolio in Q2 2026, its #57 holding.
Greatmark Investment Partners first reported a position in Alerian MLP ETF in Q3 2017 and has held it in 36 quarters since.
Greatmark Investment Partners's Alerian MLP ETF position peaked at $3.45M in Q1 2022.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.