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Heck Capital Advisors’s Alerian MLP ETF AMLP Stock Holding History

Heck Capital 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
-4,408
Closed -$207K – 206
2025
Q4 		$207K Sell
4,408
-1,230
-22% -$57.6K 0.02% 207
2025
Q3 		$265K Buy
5,638
+1,033
+22% +$50K 0.02% 182
2025
Q2 		$225K Buy
4,605
+16
+0.3% +$776 0.02% 171
2025
Q1 		$238K Sell
4,589
-1,792
-28% -$92K 0.03% 146
2024
Q4 		$307K Buy
6,381
+5,856
+1,115% +$281K 0.01% 231
2024
Q3 		$24.7K Buy
525
+126
+32% +$5.96K ﹤0.01% 175
2024
Q2 		$19.1K Buy
399
+370
+1,276% +$17.3K ﹤0.01% 178
2024
Q1 		$1.38K Hold
29
– – ﹤0.01% 193
2023
Q4 		$1.23K Buy
+29
New +$1.23K ﹤0.01% 190

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Heck Capital Advisors's AMLP Position: Q1 2026 in Review

Heck Capital Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 4,408 shares — an estimated $207K sold.

Heck Capital Advisors first reported a position in AMLP in Q4 2023 and held it in 9 quarters. The position peaked at $307K in Q4 2024. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Heck Capital Advisors reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 4,408 Alerian MLP ETF shares in Q1 2026, an estimated $207K.
  • Heck Capital Advisors first reported a position in Alerian MLP ETF in Q4 2023 and held it in 9 quarters.
  • Heck Capital Advisors's Alerian MLP ETF position peaked at $307K in Q4 2024.
  • 816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.