INVST’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.11M Buy
21,016
+1,772
+9% +$90.2K 0.12% 135
2025
Q4
$905K Sell
19,244
-243
-1% -$11.4K 0.1% 167
2025
Q3
$915K Buy
19,487
+8,268
+74% +$400K 0.1% 158
2025
Q2
$548K Buy
11,219
+207
+2% +$10K 0.07% 226
2025
Q1
$572K Buy
11,012
+2,359
+27% +$121K 0.08% 209
2024
Q4
$417K Sell
8,653
-75
-0.9% -$3.6K 0.05% 186
2024
Q3
$411K Sell
8,728
-311
-3% -$14.7K 0.05% 185
2024
Q2
$435K Sell
9,039
-163
-2% -$7.62K 0.05% 185
2024
Q1
$437K Sell
9,202
-1,772
-16% -$79.6K 0.05% 158
2023
Q4
$483K Sell
10,974
-3,592
-25% -$152K 0.06% 149
2023
Q3
$615K Buy
14,566
+8,083
+125% +$332K 0.09% 134
2023
Q2
$254K Buy
+6,483
New +$251K 0.04% 162

Other funds holding AMLP

INVST's AMLP Position: Q1 2026 in Review

INVST increased its Alerian MLP ETF (AMLP) stake by 9.2% in Q1 2026, buying an estimated $90.2K and bringing the position to 21,016 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #135.

INVST first reported a position in AMLP in Q2 2023 and has held it in 12 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • INVST held 21,016 shares of Alerian MLP ETF worth $1.11M as of Q1 2026.
  • INVST bought 1,772 Alerian MLP ETF shares in Q1 2026, an estimated $90.2K.
  • Alerian MLP ETF made up 0.12% of INVST's portfolio in Q1 2026, its #135 holding.
  • INVST first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 12 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.