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Innovative Asset Advisors Group’s Alerian MLP ETF AMLP Stock Holding History

Innovative Asset Advisors Group’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 		$452K Buy
8,726
+105
+1% +$5.51K 0.2% 94
2026
Q1 		$454K Buy
+8,621
New +$439K 0.26% 73

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Innovative Asset Advisors Group's AMLP Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Alerian MLP ETF (AMLP) stake by 1.2% in Q2 2026, buying an estimated $5.51K and bringing the position to 8,726 shares worth $452K. The position accounts for 0.2% of the portfolio, ranked #94.

Innovative Asset Advisors Group first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $454K in Q1 2026. 780 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Innovative Asset Advisors Group held 8,726 shares of Alerian MLP ETF worth $452K as of Q2 2026.
  • Innovative Asset Advisors Group bought 105 Alerian MLP ETF shares in Q2 2026, an estimated $5.51K.
  • Alerian MLP ETF made up 0.2% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #94 holding.
  • Innovative Asset Advisors Group first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Alerian MLP ETF position peaked at $454K in Q1 2026.
  • 780 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.