MAI Capital Management’s Alerian MLP ETF AMLP Stock Holding History

MAI Capital Management’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	$832K	Buy	16,038 +3,954	+33%	+$208K	﹤0.01%	1066
2026 Q1	$636K	Buy	12,084 +77	+0.6%	+$3.92K	﹤0.01%	934
2025 Q4	$565K	Sell	12,007 -318	-3%	-$14.9K	﹤0.01%	921
2025 Q3	$578K	Buy	12,325 +276	+2%	+$13.3K	﹤0.01%	871
2025 Q2	$589K	Sell	12,049 -1,941	-14%	-$94.1K	﹤0.01%	804
2025 Q1	$727K	Buy	13,990 +1,413	+11%	+$72.5K	0.01%	708
2024 Q4	$606K	Buy	12,577 +1,818	+17%	+$87.4K	﹤0.01%	783
2024 Q3	$507K	Buy	10,759 +54	+0.5%	+$2.55K	﹤0.01%	740
2024 Q2	$514K	Sell	10,705 -504	-4%	-$23.6K	0.01%	802
2024 Q1	$532K	Buy	11,209 +469	+4%	+$21.1K	0.01%	774
2023 Q4	$457K	Buy	10,740 +10	+0.1%	+$424	0.01%	731
2023 Q3	$453K	Sell	10,730 -1,093	-9%	-$44.9K	0.01%	670
2023 Q2	$464K	Buy	11,823 +16	+0.1%	+$620	0.01%	672
2023 Q1	$456K	Sell	11,807 -1,702	-13%	-$66.7K	0.01%	668
2022 Q4	$514K	Buy	13,509 +5,224	+63%	+$205K	0.01%	608
2022 Q3	$303K	Buy	+8,285	New	+$315K	0.01%	693
2014 Q4	–	Sell	-2,285	Closed	-$219K	–	465
2014 Q3	$219K	Buy	+2,285	New	+$216K	0.02%	350

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

MAI Capital Management's AMLP Position: Q2 2026 in Review

MAI Capital Management increased its Alerian MLP ETF (AMLP) stake by 33% in Q2 2026, buying an estimated $208K and bringing the position to 16,038 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

MAI Capital Management first reported a position in AMLP in Q3 2014 and has held it in 17 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

MAI Capital Management held 16,038 shares of Alerian MLP ETF worth $832K as of Q2 2026.
MAI Capital Management bought 3,954 Alerian MLP ETF shares in Q2 2026, an estimated $208K.
Alerian MLP ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1066 holding.
MAI Capital Management first reported a position in Alerian MLP ETF in Q3 2014 and has held it in 17 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.