Mark Sheptoff Financial Planning’s Alerian MLP ETF AMLP Stock Holding History

Mark Sheptoff Financial Planning’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	$22K	Hold	425	–	–	0.01%	276
2026 Q1	$22.9K	Buy	425 +300	+240%	+$15.3K	0.01%	261
2025 Q4	$5.88K	Sell	125 -300	-71%	-$14K	﹤0.01%	405
2025 Q3	$19.9K	Hold	425	–	–	0.01%	277
2025 Q2	$20.8K	Hold	425	–	–	0.01%	268
2025 Q1	$22.1K	Sell	425 -200	-32%	-$10.3K	0.01%	241
2024 Q4	$30.1K	Buy	625 +500	+400%	+$24K	0.02%	219
2024 Q3	$5.89K	Buy	+125	New	+$5.91K	﹤0.01%	353
2014 Q2	–	Sell	-140	Closed	-$12K	–	343
2014 Q1	$12K	Buy	+140	New	+$12.3K	0.01%	267

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

Mark Sheptoff Financial Planning's AMLP Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 425 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #276.

Mark Sheptoff Financial Planning first reported a position in AMLP in Q1 2014 and has held it in 9 quarters since. The position peaked at $30.1K in Q4 2024. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Mark Sheptoff Financial Planning held 425 shares of Alerian MLP ETF worth $22K as of Q2 2026.
Mark Sheptoff Financial Planning left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #276 holding.
Mark Sheptoff Financial Planning first reported a position in Alerian MLP ETF in Q1 2014 and has held it in 9 quarters since.
Mark Sheptoff Financial Planning's Alerian MLP ETF position peaked at $30.1K in Q4 2024.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.