LMCG Investments’s Alerian MLP ETF AMLP Stock Holding History

LMCG Investments’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	$1.98M	Buy	37,609 +7,653	+26%	+$390K	0.12%	131
2025 Q4	$1.41M	Sell	29,956 -1,601	-5%	-$75K	0.08%	142
2025 Q3	$1.48M	Buy	31,557 +2,124	+7%	+$103K	0.09%	139
2025 Q2	$1.44M	Buy	29,433 +3,360	+13%	+$163K	0.09%	146
2025 Q1	$1.35M	Buy	26,073 +5,737	+28%	+$295K	0.09%	156
2024 Q4	$979K	Buy	20,336 +7,182	+55%	+$345K	0.06%	166
2024 Q3	$620K	Buy	13,154 +851	+7%	+$40.2K	0.04%	179
2024 Q2	$590K	Buy	12,303 +2,594	+27%	+$121K	0.03%	234
2024 Q1	$461K	Sell	9,709 -3,001	-24%	-$135K	0.03%	256
2023 Q4	$540K	Buy	12,710 +723	+6%	+$30.7K	0.03%	259
2023 Q3	$506K	Buy	11,987 +262	+2%	+$10.8K	0.03%	256
2023 Q2	$460K	Buy	11,725 +2,046	+21%	+$79.3K	0.03%	257
2023 Q1	$374K	Buy	9,679 +1,289	+15%	+$50.5K	0.03%	270
2022 Q4	$319K	Buy	8,390 +681	+9%	+$26.8K	0.02%	281
2022 Q3	$282K	Buy	+7,709	New	+$293K	0.02%	299
2015 Q3	$362K	Hold	5,800	–	–	0.01%	496
2015 Q2	$451K	Hold	5,800	–	–	0.01%	468
2015 Q1	$481K	Hold	5,800	–	–	0.01%	451
2014 Q4	$508K	Sell	5,800 -113	-2%	-$10.2K	0.01%	414
2014 Q3	$567K	Buy	5,913 +113	+2%	+$10.7K	0.01%	405
2014 Q2	$551K	Hold	5,800	–	–	0.01%	407
2014 Q1	$512K	Hold	5,800	–	–	0.01%	417
2013 Q4	$516K	Hold	5,800	–	–	0.01%	419
2013 Q3	$510K	Hold	5,800	–	–	0.01%	395
2013 Q2	$518K	Buy	+5,800	New	+$512K	0.01%	403

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

LMCG Investments's AMLP Position: Q1 2026 in Review

LMCG Investments increased its Alerian MLP ETF (AMLP) stake by 26% in Q1 2026, buying an estimated $390K and bringing the position to 37,609 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #131.

LMCG Investments first reported a position in AMLP in Q2 2013 and has held it in 25 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

LMCG Investments held 37,609 shares of Alerian MLP ETF worth $1.98M as of Q1 2026.
LMCG Investments bought 7,653 Alerian MLP ETF shares in Q1 2026, an estimated $390K.
Alerian MLP ETF made up 0.12% of LMCG Investments's portfolio in Q1 2026, its #131 holding.
LMCG Investments first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 25 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.