Lido Advisors’s Alerian MLP ETF AMLP Stock Holding History

Lido 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 Q1	$7.22M	Buy	137,087 +12,576	+10%	+$640K	0.02%	382
2025 Q4	$5.84M	Buy	124,511 +972	+0.8%	+$45.5K	0.02%	427
2025 Q3	$5.8M	Buy	123,539 +2,661	+2%	+$129K	0.02%	411
2025 Q2	$5.91M	Sell	120,878 -9,233	-7%	-$448K	0.02%	334
2025 Q1	$6.76M	Buy	130,111 +30,105	+30%	+$1.55M	0.03%	297
2024 Q4	$4.82M	Sell	100,006 -7,113	-7%	-$342K	0.02%	331
2024 Q3	$5.05M	Buy	107,119 +18,473	+21%	+$874K	0.03%	306
2024 Q2	$4.25M	Buy	88,646 +3,731	+4%	+$174K	0.02%	313
2024 Q1	$4.03M	Buy	84,915 +7,041	+9%	+$316K	0.02%	312
2023 Q4	$3.31M	Sell	77,874 -7,628	-9%	-$323K	0.02%	319
2023 Q3	$3.61M	Buy	85,502 +14,262	+20%	+$585K	0.03%	288
2023 Q2	$2.79M	Sell	71,240 -5,872	-8%	-$228K	0.02%	310
2023 Q1	$322K	Buy	77,112 +11,397	+17%	+$447K	﹤0.01%	848
2022 Q4	$2.5M	Buy	65,715 +1,514	+2%	+$59.5K	0.03%	260
2022 Q3	$2.35M	Sell	64,201 -17,286	-21%	-$658K	0.03%	234
2022 Q2	$2.81M	Buy	81,487 +5,349	+7%	+$205K	0.04%	187
2022 Q1	$2.92M	Buy	76,138 +5,121	+7%	+$188K	0.03%	214
2021 Q4	$2.28M	Buy	71,017 +4,155	+6%	+$141K	0.02%	250
2021 Q3	$2.25M	Buy	66,862 +16,531	+33%	+$552K	0.03%	256
2021 Q2	$1.83M	Buy	50,331 +5,771	+13%	+$198K	0.03%	273
2021 Q1	$1.36M	Buy	44,560 +5,060	+13%	+$148K	0.02%	286
2020 Q4	$1.01M	Buy	39,500 +600	+2%	+$14.4K	0.02%	311
2020 Q3	$777K	Sell	38,900 -10,474	-21%	-$242K	0.02%	308
2020 Q2	$912K	Buy	49,374 +13,560	+38%	+$332K	0.03%	253
2020 Q1	$616K	Buy	35,814 +5,416	+18%	+$183K	0.03%	290
2019 Q4	$1.29M	Buy	30,398 +18,360	+153%	+$771K	0.05%	225
2019 Q3	$550K	Buy	12,038 +4,605	+62%	+$218K	0.03%	313
2019 Q2	$366K	Buy	7,433 +496	+7%	+$24.5K	0.02%	375
2019 Q1	$347K	Sell	6,937 -95	-1%	-$4.66K	0.02%	361
2018 Q4	$306K	Buy	7,032 +898	+15%	+$44.1K	0.03%	303
2018 Q3	$327K	Buy	6,134 +9	+0.1%	+$485	0.03%	318
2018 Q2	$309K	Sell	6,125 -8,196	-57%	-$416K	0.04%	300
2018 Q1	$670K	Buy	14,321 +465	+3%	+$24.9K	0.09%	147
2017 Q4	$747K	Sell	13,856 -53,909	-80%	-$2.88M	0.11%	104
2017 Q3	$3.63M	Buy	67,765 +1,324	+2%	+$75.7K	0.58%	28
2017 Q2	$3.97M	Sell	66,441 -372	-0.6%	-$22.7K	0.83%	17
2017 Q1	$4.16M	Buy	66,813 +57,723	+635%	+$3.71M	1.15%	17
2016 Q4	$573K	Buy	9,090 +1,234	+16%	+$76.2K	0.14%	78
2016 Q3	$498K	Buy	+7,856	New	+$497K	0.15%	66

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

Lido Advisors's AMLP Position: Q1 2026 in Review

Lido Advisors increased its Alerian MLP ETF (AMLP) stake by 10% in Q1 2026, buying an estimated $640K and bringing the position to 137,087 shares worth $7.22M. The position accounts for 0.02% of the portfolio, ranked #382.

Lido Advisors first reported a position in AMLP in Q3 2016 and has held it in 39 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Lido Advisors held 137,087 shares of Alerian MLP ETF worth $7.22M as of Q1 2026.
Lido Advisors bought 12,576 Alerian MLP ETF shares in Q1 2026, an estimated $640K.
Alerian MLP ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #382 holding.
Lido Advisors first reported a position in Alerian MLP ETF in Q3 2016 and has held it in 39 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.