Level Four Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Level Four Advisory Services’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 Q1	$1.13M	Sell	21,386 -1,512	-7%	-$77K	0.04%	402
2025 Q4	$1.08M	Buy	22,898 +666	+3%	+$31.2K	0.04%	394
2025 Q3	$1.04M	Buy	22,232 +1,696	+8%	+$82K	0.04%	404
2025 Q2	$1M	Buy	20,536 +210	+1%	+$10.2K	0.04%	379
2025 Q1	$1.06M	Buy	20,326 +520	+3%	+$26.7K	0.04%	331
2024 Q4	$954K	Buy	19,806 +461	+2%	+$22.2K	0.04%	357
2024 Q3	$900K	Buy	19,345 +1,430	+8%	+$67.6K	0.04%	384
2024 Q2	$860K	Buy	17,915 +334	+2%	+$15.6K	0.04%	369
2024 Q1	$748K	Hold	17,581	–	–	0.04%	362
2023 Q4	$748K	Buy	17,581 +647	+4%	+$27.4K	0.04%	360
2023 Q3	$715K	Sell	16,934 -89	-0.5%	-$3.65K	0.05%	356
2023 Q2	$667K	Sell	17,023 -1,412	-8%	-$54.8K	0.04%	395
2023 Q1	$713K	Sell	18,435 -5,581	-23%	-$219K	0.05%	345
2022 Q4	$914K	Buy	+24,016	New	+$944K	0.07%	265
2021 Q3	–	Sell	-5,976	Closed	-$218K	–	468
2021 Q2	$218K	Buy	+5,976	New	+$205K	0.02%	608
2020 Q2	–	Sell	-4,010	Closed	-$69K	–	568
2020 Q1	$69K	Sell	4,010 -2,795	-41%	-$94.7K	0.01%	474
2019 Q4	$293K	Buy	6,805 +9	+0.1%	+$378	0.01%	469
2019 Q3	$311K	Sell	6,796 -205	-3%	-$9.7K	0.03%	394
2019 Q2	$345K	Sell	7,001 -161	-2%	-$7.96K	0.03%	388
2019 Q1	$359K	Sell	7,162 -51	-0.7%	-$2.5K	0.04%	370
2018 Q4	$315K	Buy	7,213 +751	+12%	+$36.8K	0.04%	389
2018 Q3	$345K	Sell	6,462 -23	-0.4%	-$1.24K	0.04%	431
2018 Q2	$328K	Sell	6,485 -1,249	-16%	-$63.3K	0.02%	456
2018 Q1	$362K	Sell	7,734 -709	-8%	-$37.9K	0.03%	406
2017 Q4	$455K	Sell	8,443 -64	-0.8%	-$3.42K	0.04%	377
2017 Q3	$477K	Sell	8,507 -4,231	-33%	-$242K	0.04%	349
2017 Q2	$809K	Hold	12,738	–	–	0.12%	173
2017 Q1	$809K	Buy	12,738 +4,584	+56%	+$294K	0.08%	237
2016 Q4	$514K	Buy	+8,154	New	+$504K	0.07%	270

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Level Four Advisory Services's AMLP Position: Q1 2026 in Review

Level Four Advisory Services reduced its Alerian MLP ETF (AMLP) stake by 6.6% in Q1 2026, selling an estimated $77K and leaving 21,386 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #402.

Level Four Advisory Services first reported a position in AMLP in Q4 2016 and has held it in 29 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Level Four Advisory Services held 21,386 shares of Alerian MLP ETF worth $1.13M as of Q1 2026.
Level Four Advisory Services sold 1,512 Alerian MLP ETF shares in Q1 2026, an estimated $77K.
Alerian MLP ETF made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #402 holding.
Level Four Advisory Services first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 29 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.