Lazari Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Lazari Capital Management’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	5,830 -450	-7%	-$23.6K	0.09%	131
2026 Q1	$331K	Hold	6,280	–	–	0.12%	110
2025 Q4	$295K	Hold	6,280	–	–	0.1%	122
2025 Q3	$295K	Hold	6,280	–	–	0.1%	114
2025 Q2	$307K	Hold	6,280	–	–	0.12%	105
2025 Q1	$326K	Hold	6,280	–	–	0.13%	97
2024 Q4	$302K	Hold	6,280	–	–	0.12%	98
2024 Q3	$296K	Hold	6,280	–	–	0.13%	105
2024 Q2	$301K	Hold	6,280	–	–	0.14%	100
2024 Q1	$298K	Hold	6,280	–	–	0.16%	80
2023 Q4	$267K	Hold	6,280	–	–	0.15%	84
2023 Q3	$265K	Sell	6,280 -100	-2%	-$4.1K	0.16%	87
2023 Q2	$250K	Buy	+6,380	New	+$247K	0.14%	97

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lazari Capital Management's AMLP Position: Q2 2026 in Review

Lazari Capital Management reduced its Alerian MLP ETF (AMLP) stake by 7.2% in Q2 2026, selling an estimated $23.6K and leaving 5,830 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #131.

Lazari Capital Management first reported a position in AMLP in Q2 2023 and has held it in 13 quarters since. The position peaked at $331K in Q1 2026. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Lazari Capital Management held 5,830 shares of Alerian MLP ETF worth $302K as of Q2 2026.
Lazari Capital Management sold 450 Alerian MLP ETF shares in Q2 2026, an estimated $23.6K.
Alerian MLP ETF made up 0.09% of Lazari Capital Management's portfolio in Q2 2026, its #131 holding.
Lazari Capital Management first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Alerian MLP ETF position peaked at $331K in Q1 2026.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.