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 Q2	$485K	Sell	9,345 -20	-0.2%	-$1.05K	0.11%	69
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 $1.89T 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

Investment Planning Advisors's AMLP Position: Q2 2026 in Review

Investment Planning Advisors reduced its Alerian MLP ETF (AMLP) stake by 0.21% in Q2 2026, selling an estimated $1.05K and leaving 9,345 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #69.

Investment Planning Advisors first reported a position in AMLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $637K in Q1 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Investment Planning Advisors held 9,345 shares of Alerian MLP ETF worth $485K as of Q2 2026.
Investment Planning Advisors sold 20 Alerian MLP ETF shares in Q2 2026, an estimated $1.05K.
Alerian MLP ETF made up 0.11% of Investment Planning Advisors's portfolio in Q2 2026, its #69 holding.
Investment Planning Advisors first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's Alerian MLP ETF position peaked at $637K in Q1 2025.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.