Holderness Investments Company’s Alerian MLP ETF AMLP Stock Holding History

Holderness Investments Company’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	$2.43M	Buy	46,109 +6,972	+18%	+$355K	0.49%	57
2025 Q4	$1.84M	Sell	39,137 -253	-0.6%	-$11.8K	0.37%	64
2025 Q3	$1.85M	Buy	39,390 +17,236	+78%	+$833K	0.38%	62
2025 Q2	$1.08M	Buy	22,154 +10,358	+88%	+$502K	0.23%	90
2025 Q1	$613K	Buy	11,796 +4,304	+57%	+$221K	0.14%	135
2024 Q4	$361K	Buy	+7,492	New	+$360K	0.08%	185

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

Holderness Investments Company's AMLP Position: Q1 2026 in Review

Holderness Investments Company increased its Alerian MLP ETF (AMLP) stake by 18% in Q1 2026, buying an estimated $355K and bringing the position to 46,109 shares worth $2.43M. The position accounts for 0.49% of the portfolio, ranked #57.

Holderness Investments Company first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Holderness Investments Company held 46,109 shares of Alerian MLP ETF worth $2.43M as of Q1 2026.
Holderness Investments Company bought 6,972 Alerian MLP ETF shares in Q1 2026, an estimated $355K.
Alerian MLP ETF made up 0.49% of Holderness Investments Company's portfolio in Q1 2026, its #57 holding.
Holderness Investments Company first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.