Marshall Financial Group (Maryland)’s Alerian MLP ETF AMLP Stock Holding History

Marshall Financial Group (Maryland)’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	-6,886	Closed	-$324K	–	295
2025 Q4	$324K	Buy	6,886 +143	+2%	+$6.69K	0.06%	235
2025 Q3	$316K	Buy	6,743 +134	+2%	+$6.48K	0.06%	209
2025 Q2	$321K	Buy	6,609 +130	+2%	+$6.3K	0.06%	207
2025 Q1	$337K	Buy	6,479 +119	+2%	+$6.11K	0.07%	185
2024 Q4	$306K	Buy	6,360 +124	+2%	+$5.96K	0.07%	181
2024 Q3	$294K	Buy	+6,236	New	+$295K	0.07%	182

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

Marshall Financial Group (Maryland)'s AMLP Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 6,886 shares — an estimated $324K sold.

Marshall Financial Group (Maryland) first reported a position in AMLP in Q3 2024 and held it in 6 quarters. The position peaked at $337K in Q1 2025. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Marshall Financial Group (Maryland) reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 6,886 Alerian MLP ETF shares in Q1 2026, an estimated $324K.
Marshall Financial Group (Maryland) first reported a position in Alerian MLP ETF in Q3 2024 and held it in 6 quarters.
Marshall Financial Group (Maryland)'s Alerian MLP ETF position peaked at $337K in Q1 2025.
816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.