Intellectus Partners’s Alerian MLP ETF AMLP Stock Holding History

Intellectus Partners’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	$263K	Buy	5,066 +52	+1%	+$2.73K	0.05%	274
2026 Q1	$264K	Buy	5,014 +52	+1%	+$2.65K	0.05%	254
2025 Q4	$233K	Buy	4,962 +56	+1%	+$2.62K	0.05%	258
2025 Q3	$230K	Buy	4,906 +52	+1%	+$2.51K	0.04%	255
2025 Q2	$237K	Buy	4,854 +70	+1%	+$3.4K	0.05%	249
2025 Q1	$248K	Buy	4,784 +46	+1%	+$2.36K	0.06%	239
2024 Q4	$228K	Buy	4,738 +48	+1%	+$2.31K	0.05%	246
2024 Q3	$221K	Buy	4,690 +48	+1%	+$2.27K	0.06%	245
2024 Q2	$223K	Sell	4,642 -453	-9%	-$21.2K	0.06%	237
2024 Q1	$242K	Buy	+5,095	New	+$229K	0.06%	232
2023 Q4	–	Sell	-7,333	Closed	-$309K	–	244
2023 Q3	$309K	Sell	7,333 -1,816	-20%	-$74.5K	0.1%	205
2023 Q2	$359K	Buy	9,149 +141	+2%	+$5.47K	0.11%	204
2023 Q1	$348K	Sell	9,008 -180	-2%	-$7.06K	0.11%	194
2022 Q4	$350K	Sell	9,188 -5,508	-37%	-$217K	0.12%	198
2022 Q3	$537K	Sell	14,696 -1,944	-12%	-$74K	0.19%	149
2022 Q2	$573K	Sell	16,640 -5,846	-26%	-$224K	0.2%	145
2022 Q1	$861K	Sell	22,486 -493	-2%	-$18.1K	0.26%	101
2021 Q4	$752K	Sell	22,979 -5,461	-19%	-$185K	0.19%	141
2021 Q3	$948K	Sell	28,440 -4,868	-15%	-$163K	0.23%	119
2021 Q2	$1.21M	Buy	33,308 +343	+1%	+$11.8K	0.27%	97
2021 Q1	$1M	Sell	32,965 -573	-2%	-$16.7K	0.28%	115
2020 Q4	$861K	Sell	33,538 -1,208	-3%	-$29K	0.26%	121
2020 Q3	$694K	Sell	34,746 -11,610	-25%	-$269K	0.26%	111
2020 Q2	$1.14M	Sell	46,356 -1,400	-3%	-$34.3K	0.44%	55
2020 Q1	$821K	Buy	47,756 +12,450	+35%	+$422K	0.39%	72
2019 Q4	$1.5M	Buy	35,306 +9,751	+38%	+$409K	0.61%	40
2019 Q3	$1.17M	Buy	25,555 +2,884	+13%	+$136K	0.51%	49
2019 Q2	$1.12M	Buy	22,671 +3,771	+20%	+$187K	0.48%	60
2019 Q1	$948K	Buy	+18,900	New	+$927K	0.41%	69
2018 Q4	–	Sell	-18,973	Closed	-$1.01M	–	277
2018 Q3	$1.01M	Buy	18,973 +60	+0.3%	+$3.24K	0.35%	81
2018 Q2	$955K	Buy	18,913 +1,717	+10%	+$87.1K	0.35%	77
2018 Q1	$806K	Buy	17,196 +9,016	+110%	+$482K	0.28%	94
2017 Q4	$441K	Buy	8,180 +2,653	+48%	+$142K	0.16%	144
2017 Q3	$310K	Buy	+5,527	New	+$316K	0.13%	170

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

Intellectus Partners's AMLP Position: Q2 2026 in Review

Intellectus Partners increased its Alerian MLP ETF (AMLP) stake by 1% in Q2 2026, buying an estimated $2.73K and bringing the position to 5,066 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #274.

Intellectus Partners first reported a position in AMLP in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.5M in Q4 2019. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Intellectus Partners held 5,066 shares of Alerian MLP ETF worth $263K as of Q2 2026.
Intellectus Partners bought 52 Alerian MLP ETF shares in Q2 2026, an estimated $2.73K.
Alerian MLP ETF made up 0.05% of Intellectus Partners's portfolio in Q2 2026, its #274 holding.
Intellectus Partners first reported a position in Alerian MLP ETF in Q3 2017 and has held it in 34 quarters since.
Intellectus Partners's Alerian MLP ETF position peaked at $1.5M in Q4 2019.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.