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Madrona Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Madrona Financial 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 		– Sell
-13,080
Closed -$615K – 124
2025
Q4 		$615K Buy
+13,080
New +$612K 0.13% 58

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Madrona Financial Services's AMLP Position: Q1 2026 in Review

Madrona Financial Services sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 13,080 shares — an estimated $615K sold.

Madrona Financial Services first reported a position in AMLP in Q4 2025 and held it in 1 quarter. The position peaked at $615K in Q4 2025. 817 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Madrona Financial Services reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Madrona Financial Services sold 13,080 Alerian MLP ETF shares in Q1 2026, an estimated $615K.
  • Madrona Financial Services first reported a position in Alerian MLP ETF in Q4 2025 and held it in 1 quarter.
  • Madrona Financial Services's Alerian MLP ETF position peaked at $615K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Madrona Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.