IEQ Capital’s Alerian MLP ETF AMLP Stock Holding History

IEQ Capital’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	$1.76M	Buy	33,350 +15,685	+89%	+$799K	0.01%	820
2025 Q4	$831K	Sell	17,665 -12,540	-42%	-$587K	﹤0.01%	1112
2025 Q3	$1.42M	Buy	30,205 +1,571	+5%	+$76K	﹤0.01%	884
2025 Q2	$1.4M	Buy	28,634 +9,828	+52%	+$477K	0.01%	759
2025 Q1	$977K	Buy	18,806 +8,739	+87%	+$449K	0.01%	768
2024 Q4	$485K	Buy	10,067 +98	+1%	+$4.71K	﹤0.01%	861
2024 Q3	$470K	Buy	9,969 +4,375	+78%	+$207K	0.01%	777
2024 Q2	$268K	Buy	5,594 +80	+1%	+$3.74K	﹤0.01%	832
2024 Q1	$262K	Buy	+5,514	New	+$248K	﹤0.01%	800
2020 Q2	–	Sell	-2,219	Closed	-$38K	–	324
2020 Q1	$38K	Sell	2,219 -7,987	-78%	-$271K	﹤0.01%	364
2019 Q4	$434K	Buy	+10,206	New	+$428K	0.04%	237

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

IEQ Capital's AMLP Position: Q1 2026 in Review

IEQ Capital increased its Alerian MLP ETF (AMLP) stake by 89% in Q1 2026, buying an estimated $799K and bringing the position to 33,350 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #820.

IEQ Capital first reported a position in AMLP in Q4 2019 and has held it in 11 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

IEQ Capital held 33,350 shares of Alerian MLP ETF worth $1.76M as of Q1 2026.
IEQ Capital bought 15,685 Alerian MLP ETF shares in Q1 2026, an estimated $799K.
Alerian MLP ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #820 holding.
IEQ Capital first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 11 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.