Keystone Financial Group (Kentucky)’s Alerian MLP ETF AMLP Stock Holding History

Keystone Financial Group (Kentucky)’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	$379K	Sell	7,191 -468	-6%	-$23.8K	0.03%	348
2025 Q4	$360K	Buy	7,659 +6	+0.1%	+$281	0.03%	312
2025 Q3	$359K	Buy	7,653 +650	+9%	+$31.4K	0.03%	294
2025 Q2	$342K	Buy	7,003 +35	+0.5%	+$1.7K	0.03%	292
2025 Q1	$362K	Sell	6,968 -303	-4%	-$15.6K	0.04%	257
2024 Q4	$350K	Sell	7,271 -205	-3%	-$9.85K	0.03%	271
2024 Q3	$352K	Buy	+7,476	New	+$354K	0.05%	254
2024 Q2	–	Sell	-7,976	Closed	-$379K	–	172
2024 Q1	$379K	Buy	7,976 +300	+4%	+$13.5K	0.06%	216
2023 Q4	$326K	Hold	7,676	–	–	0.06%	203
2023 Q3	$324K	Buy	7,676 +190	+3%	+$7.8K	0.05%	208
2023 Q2	$294K	Buy	+7,486	New	+$290K	0.05%	222
2022 Q4	$296K	Sell	7,786 -600	-7%	-$23.6K	0.06%	203
2022 Q3	$307K	Buy	8,386 +9	+0.1%	+$342	0.06%	197
2022 Q2	$289K	Buy	8,377 +10	+0.1%	+$384	0.06%	212
2022 Q1	$320K	Sell	8,367 -871	-9%	-$32K	0.05%	216
2021 Q4	$302K	Sell	9,238 -226	-2%	-$7.66K	0.05%	237
2021 Q3	$315K	Sell	9,464 -330	-3%	-$11K	0.06%	222
2021 Q2	$357K	Buy	9,794 +811	+9%	+$27.8K	0.06%	199
2021 Q1	$274K	Sell	8,983 -389	-4%	-$11.4K	0.05%	229
2020 Q4	$240K	Buy	+9,372	New	+$225K	0.05%	233
2020 Q3	–	Sell	-10,517	Closed	-$260K	–	237
2020 Q2	$260K	Sell	10,517 -427	-4%	-$10.5K	0.07%	185
2020 Q1	$188K	Sell	10,944 -516	-5%	-$17.5K	0.06%	191
2019 Q4	$487K	Sell	11,460 -1,531	-12%	-$64.3K	0.13%	130
2019 Q3	$594K	Sell	12,991 -3,928	-23%	-$186K	0.18%	106
2019 Q2	$833K	Sell	16,919 -919	-5%	-$45.5K	0.27%	88
2019 Q1	$895K	Sell	17,838 -1,162	-6%	-$57K	0.32%	84
2018 Q4	$829K	Sell	19,000 -3,854	-17%	-$189K	0.37%	74
2018 Q3	$1.24M	Sell	22,854 -763	-3%	-$41.2K	0.51%	61
2018 Q2	$1.19M	Sell	23,617 -3,420	-13%	-$173K	0.66%	45
2018 Q1	$1.26M	Buy	27,037 +1,040	+4%	+$55.6K	0.7%	40
2017 Q4	$1.48M	Buy	+25,997	New	+$1.39M	0.92%	26

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

Keystone Financial Group (Kentucky)'s AMLP Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Alerian MLP ETF (AMLP) stake by 6.1% in Q1 2026, selling an estimated $23.8K and leaving 7,191 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #348.

Keystone Financial Group (Kentucky) first reported a position in AMLP in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.48M in Q4 2017. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Keystone Financial Group (Kentucky) held 7,191 shares of Alerian MLP ETF worth $379K as of Q1 2026.
Keystone Financial Group (Kentucky) sold 468 Alerian MLP ETF shares in Q1 2026, an estimated $23.8K.
Alerian MLP ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #348 holding.
Keystone Financial Group (Kentucky) first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 31 quarters since.
Keystone Financial Group (Kentucky)'s Alerian MLP ETF position peaked at $1.48M in Q4 2017.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.