Kovitz Investment Group Partners’s Alerian MLP ETF AMLP Stock Holding History

Kovitz Investment Group Partners’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	$4.44M	Sell	85,674 -74,263	-46%	-$3.9M	0.1%	141
2026 Q1	$8.42M	Buy	+159,937	New	+$8.15M	0.2%	105
2025 Q4	–	Sell	-64,727	Closed	-$3.04M	–	504
2025 Q3	$3.04M	Sell	64,727 -70,639	-52%	-$3.42M	0.01%	552
2025 Q2	$6.61M	Buy	135,366 +9,442	+7%	+$458K	0.03%	389
2025 Q1	$6.54M	Buy	+125,924	New	+$6.47M	0.03%	352
2020 Q2	–	Sell	-78,707	Closed	-$1.35M	–	381
2020 Q1	$1.35M	Buy	78,707 +54,872	+230%	+$1.86M	0.05%	213
2019 Q4	$1.01M	Buy	+23,835	New	+$1M	0.03%	266

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

Kovitz Investment Group Partners's AMLP Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Alerian MLP ETF (AMLP) stake by 46% in Q2 2026, selling an estimated $3.9M and leaving 85,674 shares worth $4.44M. The position accounts for 0.1% of the portfolio, ranked #141.

Kovitz Investment Group Partners first reported a position in AMLP in Q4 2019 and has held it in 7 quarters since. The position peaked at $8.42M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Kovitz Investment Group Partners held 85,674 shares of Alerian MLP ETF worth $4.44M as of Q2 2026.
Kovitz Investment Group Partners sold 74,263 Alerian MLP ETF shares in Q2 2026, an estimated $3.9M.
Alerian MLP ETF made up 0.1% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #141 holding.
Kovitz Investment Group Partners first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 7 quarters since.
Kovitz Investment Group Partners's Alerian MLP ETF position peaked at $8.42M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.