HC Advisors’s Alerian MLP ETF AMLP Stock Holding History

HC 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	$2.14M	Buy	40,697 +339	+0.8%	+$17.3K	1.43%	19
2025 Q4	$1.9M	Sell	40,358 -2,848	-7%	-$133K	1.31%	20
2025 Q3	$2.03M	Buy	43,206 +7,727	+22%	+$374K	1.42%	19
2025 Q2	$1.73M	Buy	+35,479	New	+$1.72M	1.22%	21

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

HC Advisors's AMLP Position: Q1 2026 in Review

HC Advisors increased its Alerian MLP ETF (AMLP) stake by 0.84% in Q1 2026, buying an estimated $17.3K and bringing the position to 40,697 shares worth $2.14M. The position accounts for 1.43% of the portfolio, ranked #19.

HC Advisors first reported a position in AMLP in Q2 2025 and has held it in 4 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

HC Advisors held 40,697 shares of Alerian MLP ETF worth $2.14M as of Q1 2026.
HC Advisors bought 339 Alerian MLP ETF shares in Q1 2026, an estimated $17.3K.
Alerian MLP ETF made up 1.43% of HC Advisors's portfolio in Q1 2026, its #19 holding.
HC Advisors first reported a position in Alerian MLP ETF in Q2 2025 and has held it in 4 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.