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 Q2	$1.8M	Buy	34,655 +1,305	+4%	+$68.5K	0.01%	850
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

IEQ Capital's AMLP Position: Q2 2026 in Review

IEQ Capital increased its Alerian MLP ETF (AMLP) stake by 3.9% in Q2 2026, buying an estimated $68.5K and bringing the position to 34,655 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #850.

IEQ Capital first reported a position in AMLP in Q4 2019 and has held it in 12 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

IEQ Capital held 34,655 shares of Alerian MLP ETF worth $1.8M as of Q2 2026.
IEQ Capital bought 1,305 Alerian MLP ETF shares in Q2 2026, an estimated $68.5K.
Alerian MLP ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #850 holding.
IEQ Capital first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 12 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.