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 Q3	$302K	Hold	5,818	–	–	0.09%	97
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

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

L.K. Benson & Company's AMLP Position: Q3 2026 in Review

L.K. Benson & Company held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 5,818 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #97.

L.K. Benson & Company first reported a position in AMLP in Q4 2024 and has held it in 8 quarters since. The position peaked at $467K in Q1 2026. 547 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

L.K. Benson & Company held 5,818 shares of Alerian MLP ETF worth $302K as of Q3 2026.
L.K. Benson & Company left its Alerian MLP ETF share count unchanged in Q3 2026.
Alerian MLP ETF made up 0.09% of L.K. Benson & Company's portfolio in Q3 2026, its #97 holding.
L.K. Benson & Company first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 8 quarters since.
L.K. Benson & Company's Alerian MLP ETF position peaked at $467K in Q1 2026.
547 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on L.K. Benson & Company's 13F filing for Q3 2026, filed 23 Oct 2026.