Kercheville Advisors’s Alerian MLP ETF AMLP Stock Holding History

Kercheville 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	$423K	Hold	8,150	–	–	0.13%	78
2026 Q1	$429K	Buy	8,150 +330	+4%	+$16.8K	0.14%	73
2025 Q4	$385K	Sell	7,820 -430	-5%	-$20.1K	0.1%	87
2025 Q3	$387K	Buy	8,250 +300	+4%	+$14.5K	0.12%	75
2025 Q2	$388K	Sell	7,950 -4,130	-34%	-$200K	0.13%	72
2025 Q1	$627K	Buy	12,080 +1,180	+11%	+$60.6K	0.26%	54
2024 Q4	$525K	Buy	10,900 +75	+0.7%	+$3.6K	0.2%	58
2024 Q3	$510K	Buy	10,825 +825	+8%	+$39K	0.22%	57
2024 Q2	$480K	Buy	10,000 +1,500	+18%	+$70.1K	0.21%	55
2024 Q1	$403K	Buy	8,500 +1,250	+17%	+$56.2K	0.19%	55
2023 Q4	$308K	Hold	7,250	–	–	0.17%	58
2023 Q3	$306K	Sell	7,250 -400	-5%	-$16.4K	0.19%	52
2023 Q2	$300K	Sell	7,650 -150	-2%	-$5.82K	0.18%	56
2023 Q1	$301K	Buy	7,800 +200	+3%	+$7.84K	0.21%	52
2022 Q4	$289K	Buy	+7,600	New	+$299K	0.2%	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

Kercheville Advisors's AMLP Position: Q2 2026 in Review

Kercheville Advisors held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 8,150 shares worth $423K. The position accounts for 0.13% of the portfolio, ranked #78.

Kercheville Advisors first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $627K in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Kercheville Advisors held 8,150 shares of Alerian MLP ETF worth $423K as of Q2 2026.
Kercheville Advisors left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.13% of Kercheville Advisors's portfolio in Q2 2026, its #78 holding.
Kercheville Advisors first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
Kercheville Advisors's Alerian MLP ETF position peaked at $627K in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.