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Independent Advisor Alliance’s Alerian MLP ETF AMLP Stock Holding History

Independent Advisor Alliance’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 		$7.21M Buy
137,037
+125,186
+1,056% +$6.38M 0.08% 236
2025
Q4 		$557K Buy
11,851
+14
+0.1% +$655 0.01% 617
2025
Q3 		$556K Buy
11,837
+101
+0.9% +$4.88K 0.01% 590
2025
Q2 		$573K Sell
11,736
-229
-2% -$11.1K 0.02% 546
2025
Q1 		$621K Sell
11,965
-114,990
-91% -$5.9M 0.02% 475
2024
Q4 		$6.11M Buy
126,955
+109,997
+649% +$5.29M 0.08% 234
2024
Q3 		$799K Buy
16,958
+4,401
+35% +$208K 0.03% 367
2024
Q2 		$602K Buy
12,557
+7,557
+151% +$353K 0.02% 420
2024
Q1 		$237K Buy
+5,000
New +$225K 0.01% 624
2022
Q4 		– Sell
-5,903
Closed -$216K – 431
2022
Q3 		$216K Buy
+5,903
New +$225K 0.01% 562
2021
Q3 		– Sell
-7,164
Closed -$261K – 635
2021
Q2 		$261K Buy
+7,164
New +$246K 0.01% 534
2020
Q1 		– Sell
-38,008
Closed -$1.61M – 437
2019
Q4 		$1.61M Buy
+38,008
New +$1.6M 0.07% 273
2017
Q2 		– Sell
-79,196
Closed -$5.03M – 246
2017
Q1 		$5.03M Buy
+79,196
New +$5.09M 0.8% 29

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Independent Advisor Alliance's AMLP Position: Q1 2026 in Review

Independent Advisor Alliance increased its Alerian MLP ETF (AMLP) stake by 1,056% in Q1 2026, buying an estimated $6.38M and bringing the position to 137,037 shares worth $7.21M. The position accounts for 0.08% of the portfolio, ranked #236.

Independent Advisor Alliance first reported a position in AMLP in Q1 2017 and has held it in 13 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Independent Advisor Alliance held 137,037 shares of Alerian MLP ETF worth $7.21M as of Q1 2026.
  • Independent Advisor Alliance bought 125,186 Alerian MLP ETF shares in Q1 2026, an estimated $6.38M.
  • Alerian MLP ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q1 2026, its #236 holding.
  • Independent Advisor Alliance first reported a position in Alerian MLP ETF in Q1 2017 and has held it in 13 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.