Investment Planning Advisors’s Alerian MLP ETF AMLP Stock Holding History

Investment Planning Advisors’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	$493K	Buy	9,365 +178	+2%	+$9.06K	0.14%	62
2025 Q4	$432K	Buy	9,187 +392	+4%	+$18.4K	0.13%	65
2025 Q3	$413K	Sell	8,795 -380	-4%	-$18.4K	0.13%	64
2025 Q2	$448K	Sell	9,175 -3,094	-25%	-$150K	0.16%	51
2025 Q1	$637K	Buy	12,269 +5,287	+76%	+$271K	0.26%	42
2024 Q4	$336K	Buy	6,982 +91	+1%	+$4.37K	0.15%	53
2024 Q3	$331K	Hold	6,891	–	–	0.17%	53
2024 Q2	$331K	Buy	+6,891	New	+$322K	0.17%	53

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Investment Planning Advisors's AMLP Position: Q1 2026 in Review

Investment Planning Advisors increased its Alerian MLP ETF (AMLP) stake by 1.9% in Q1 2026, buying an estimated $9.06K and bringing the position to 9,365 shares worth $493K. The position accounts for 0.14% of the portfolio, ranked #62.

Investment Planning Advisors first reported a position in AMLP in Q2 2024 and has held it in 8 quarters since. The position peaked at $637K in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Investment Planning Advisors held 9,365 shares of Alerian MLP ETF worth $493K as of Q1 2026.
Investment Planning Advisors bought 178 Alerian MLP ETF shares in Q1 2026, an estimated $9.06K.
Alerian MLP ETF made up 0.14% of Investment Planning Advisors's portfolio in Q1 2026, its #62 holding.
Investment Planning Advisors first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 8 quarters since.
Investment Planning Advisors's Alerian MLP ETF position peaked at $637K in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.