Larson Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Larson Financial Group’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	$190K	Sell	3,655 -45	-1%	-$2.36K	0.01%	870
2026 Q1	$195K	Sell	3,700 -273	-7%	-$13.9K	0.01%	732
2025 Q4	$187K	Sell	3,973 -8,629	-68%	-$404K	0.01%	713
2025 Q3	$591K	Buy	12,602 +8,765	+228%	+$424K	0.02%	415
2025 Q2	$187K	Hold	3,837	–	–	0.01%	672
2025 Q1	$199K	Hold	3,837	–	–	0.01%	625
2024 Q4	$185K	Sell	3,837 -1,800	-32%	-$86.5K	0.01%	587
2024 Q3	$266K	Hold	5,637	–	–	0.02%	504
2024 Q2	$270K	Hold	5,637	–	–	0.02%	389
2024 Q1	$268K	Hold	5,637	–	–	0.02%	333
2023 Q4	$240K	Sell	5,637 -118	-2%	-$5K	0.02%	312
2023 Q3	$243K	Sell	5,755 -697	-11%	-$28.6K	0.02%	285
2023 Q2	$253K	Buy	6,452 +281	+5%	+$10.9K	0.03%	281
2023 Q1	$238K	Sell	6,171 -93	-1%	-$3.65K	0.03%	291
2022 Q4	$238K	Sell	6,264 -794	-11%	-$31.2K	0.03%	276
2022 Q3	$258K	Buy	+7,058	New	+$269K	0.04%	243
2020 Q3	–	Sell	-215	Closed	-$5K	–	722
2020 Q2	$5K	Sell	215 -74	-26%	-$1.81K	﹤0.01%	471
2020 Q1	$5K	Buy	289 +5	+2%	+$169	﹤0.01%	358
2019 Q4	$12K	Buy	284 +5	+2%	+$210	0.01%	274
2019 Q3	$13K	Buy	279 +4	+1%	+$189	0.01%	269
2019 Q2	$14K	Buy	275 +4	+1%	+$198	0.01%	217
2019 Q1	$14K	Buy	271 +3	+1%	+$147	0.01%	204
2018 Q4	$12K	Buy	+268	New	+$13.1K	0.01%	203

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

Larson Financial Group's AMLP Position: Q2 2026 in Review

Larson Financial Group reduced its Alerian MLP ETF (AMLP) stake by 1.2% in Q2 2026, selling an estimated $2.36K and leaving 3,655 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #870.

Larson Financial Group first reported a position in AMLP in Q4 2018 and has held it in 23 quarters since. The position peaked at $591K in Q3 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Larson Financial Group held 3,655 shares of Alerian MLP ETF worth $190K as of Q2 2026.
Larson Financial Group sold 45 Alerian MLP ETF shares in Q2 2026, an estimated $2.36K.
Alerian MLP ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #870 holding.
Larson Financial Group first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 23 quarters since.
Larson Financial Group's Alerian MLP ETF position peaked at $591K in Q3 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.