Legacy Advisors’s Alerian MLP ETF AMLP Stock Holding History

Legacy Advisors’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	$1.21M	Buy	+23,300	New	+$1.22M	0.11%	112
2022 Q3	–	Sell	-7,936	Closed	-$273K	–	228
2022 Q2	$273K	Hold	7,936	–	–	0.06%	178
2022 Q1	$304K	Buy	+7,936	New	+$292K	0.06%	165
2019 Q3	–	Sell	-880	Closed	-$43K	–	126
2019 Q2	$43K	Hold	880	–	–	0.03%	213
2019 Q1	$44K	Buy	+880	New	+$43.1K	0.01%	225
2018 Q4	–	Sell	-880	Closed	-$47K	–	128
2018 Q3	$47K	Sell	880 -60	-6%	-$3.24K	0.02%	233
2018 Q2	$47K	Buy	+940	New	+$47.7K	0.04%	191
2018 Q1	–	Sell	-886	Closed	-$47K	–	385
2017 Q4	$47K	Buy	886 +101	+13%	+$5.4K	0.05%	128
2017 Q3	$44K	Hold	785	–	–	0.05%	111
2017 Q2	$46K	Buy	785 +89	+13%	+$5.42K	0.06%	102
2017 Q1	$44K	Buy	696 +103	+17%	+$6.62K	0.06%	99
2016 Q4	$37K	Buy	+593	New	+$36.6K	0.05%	112

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

Legacy Advisors's AMLP Position: Q2 2026 in Review

Legacy Advisors opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 23,300 shares worth $1.21M. The stake represents 0.11% of the portfolio and ranks #112 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in AMLP as recently as Q2 2022.

Legacy Advisors first reported a position in AMLP in Q4 2016 and has held it in 12 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Legacy Advisors held 23,300 shares of Alerian MLP ETF worth $1.21M as of Q2 2026.
Alerian MLP ETF was a new Legacy Advisors position in Q2 2026.
Alerian MLP ETF made up 0.11% of Legacy Advisors's portfolio in Q2 2026, its #112 holding.
Legacy Advisors first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 12 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.