L.K. Benson & Company’s Alerian MLP ETF AMLP Stock Holding History

L.K. Benson & Company’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	$302K	Sell	5,818 -3,048	-34%	-$160K	0.09%	101
2026 Q1	$467K	Hold	8,866	–	–	0.15%	76
2025 Q4	$417K	Hold	8,866	–	–	0.21%	84
2025 Q3	$416K	Hold	8,866	–	–	0.22%	79
2025 Q2	$433K	Buy	8,866 +329	+4%	+$16K	0.27%	72
2025 Q1	$443K	Buy	8,537 +530	+7%	+$27.2K	0.31%	66
2024 Q4	$386K	Buy	+8,007	New	+$385K	0.27%	67

Other funds holding AMLP

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

L.K. Benson & Company's AMLP Position: Q2 2026 in Review

L.K. Benson & Company reduced its Alerian MLP ETF (AMLP) stake by 34% in Q2 2026, selling an estimated $160K and leaving 5,818 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #101.

L.K. Benson & Company first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $467K in Q1 2026. 255 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

L.K. Benson & Company held 5,818 shares of Alerian MLP ETF worth $302K as of Q2 2026.
L.K. Benson & Company sold 3,048 Alerian MLP ETF shares in Q2 2026, an estimated $160K.
Alerian MLP ETF made up 0.09% of L.K. Benson & Company's portfolio in Q2 2026, its #101 holding.
L.K. Benson & Company first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's Alerian MLP ETF position peaked at $467K in Q1 2026.
255 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.