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Investment House LLC’s Alerian MLP ETF AMLP Stock Holding History

Investment House LLC’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 		– Sell
-15,646
Closed -$736K – 225
2025
Q4 		$736K Sell
15,646
-7
-0% -$328 0.04% 155
2025
Q3 		$735K Buy
+15,653
New +$757K 0.03% 159
2025
Q1 		– Sell
-15,060
Closed -$725K – 214
2024
Q4 		$725K Sell
15,060
-714
-5% -$34.3K 0.04% 146
2024
Q3 		$743K Buy
+15,774
New +$746K 0.04% 154
2024
Q2 		– Sell
-16,110
Closed -$765K – 204
2024
Q1 		$765K Buy
16,110
+300
+2% +$13.5K 0.04% 138
2023
Q4 		$672K Sell
15,810
-35,776
-69% -$1.52M 0.05% 137
2023
Q3 		$2.18M Buy
51,586
+1,575
+3% +$64.6K 0.17% 90
2023
Q2 		$1.96M Buy
50,011
+22,579
+82% +$876K 0.15% 91
2023
Q1 		$1.06M Buy
+27,432
New +$1.08M 0.09% 111
2017
Q2 		– Sell
-13,679
Closed -$869K – 193
2017
Q1 		$869K Buy
+13,679
New +$879K 0.12% 115
2016
Q3 		– Sell
-3,166
Closed -$201K – 181
2016
Q2 		$201K Buy
+3,166
New +$191K 0.03% 176
2016
Q1 		– Sell
-2,885
Closed -$174K – 184
2015
Q4 		$174K Sell
2,885
-2,596
-47% -$162K 0.03% 163
2015
Q3 		$342K Buy
+5,481
New +$399K 0.06% 136

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

Investment House LLC's AMLP Position: Q1 2026 in Review

Investment House LLC sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 15,646 shares — an estimated $736K sold.

Investment House LLC first reported a position in AMLP in Q3 2015 and held it in 13 quarters. The position peaked at $2.18M in Q3 2023. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Investment House LLC reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Investment House LLC sold 15,646 Alerian MLP ETF shares in Q1 2026, an estimated $736K.
  • Investment House LLC first reported a position in Alerian MLP ETF in Q3 2015 and held it in 13 quarters.
  • Investment House LLC's Alerian MLP ETF position peaked at $2.18M in Q3 2023.
  • 811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Investment House LLC's 13F filing for Q1 2026, filed 29 Apr 2026.