Harbour Investments’s Alerian MLP ETF AMLP Stock Holding History

Harbour Investments’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	$211K	Sell	4,011 -16,111	-80%	-$820K	﹤0.01%	1507
2025 Q4	$946K	Sell	20,122 -136	-0.7%	-$6.37K	0.02%	622
2025 Q3	$951K	Sell	20,258 -6,084	-23%	-$294K	0.02%	585
2025 Q2	$1.29M	Sell	26,342 -234	-0.9%	-$11.3K	0.03%	450
2025 Q1	$1.38M	Buy	26,576 +11,567	+77%	+$594K	0.04%	397
2024 Q4	$723K	Buy	15,009 +1,002	+7%	+$48.2K	0.02%	584
2024 Q3	$660K	Buy	14,007 +1,259	+10%	+$59.5K	0.02%	573
2024 Q2	$612K	Buy	12,748 +3,833	+43%	+$179K	0.02%	551
2024 Q1	$423K	Buy	8,915 +748	+9%	+$33.6K	0.02%	652
2023 Q4	$347K	Buy	8,167 +3,042	+59%	+$129K	0.01%	664
2023 Q3	$216K	Buy	5,125 +2,421	+90%	+$99.4K	0.01%	764
2023 Q2	$106K	Hold	2,704	–	–	0.01%	1039
2023 Q1	$105K	Buy	2,704 +118	+5%	+$4.63K	0.01%	1024
2022 Q4	$98.4K	Hold	2,586	–	–	0.01%	1009
2022 Q3	$89K	Hold	2,586	–	–	0.01%	1022
2022 Q2	$89K	Buy	+2,586	New	+$99.3K	0.01%	1022
2021 Q4	$83K	Sell	2,531 -1,326	-34%	-$44.9K	﹤0.01%	1049
2021 Q3	$129K	Sell	3,857 -37,650	-91%	-$1.26M	﹤0.01%	1229
2021 Q2	$1.51M	Sell	41,507 -969	-2%	-$33.3K	0.05%	350
2021 Q1	$1.3M	Buy	+42,476	New	+$1.24M	0.05%	347

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

Harbour Investments's AMLP Position: Q1 2026 in Review

Harbour Investments reduced its Alerian MLP ETF (AMLP) stake by 80% in Q1 2026, selling an estimated $820K and leaving 4,011 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Harbour Investments first reported a position in AMLP in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.51M in Q2 2021. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Harbour Investments held 4,011 shares of Alerian MLP ETF worth $211K as of Q1 2026.
Harbour Investments sold 16,111 Alerian MLP ETF shares in Q1 2026, an estimated $820K.
Alerian MLP ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1507 holding.
Harbour Investments first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's Alerian MLP ETF position peaked at $1.51M in Q2 2021.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.