Matthew Hamilton Rosenberg’s Alerian MLP ETF AMLP Stock Holding History

Matthew Hamilton Rosenberg’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	–	Sell	-171	Closed	-$9K	–	794
2026 Q1	$9K	Sell	171 -62	-27%	-$3.16K	﹤0.01%	630
2025 Q4	$11K	Hold	233	–	–	﹤0.01%	618
2025 Q3	$10.9K	Sell	233 -474	-67%	-$22.9K	﹤0.01%	617
2025 Q2	$34.5K	Sell	707 -734	-51%	-$35.6K	0.01%	491
2025 Q1	$74.8K	Hold	1,441	–	–	0.02%	359
2024 Q4	$69.4K	Sell	1,441 -104	-7%	-$5K	0.02%	367
2024 Q3	$72.8K	Buy	1,545 +1,374	+804%	+$65K	0.02%	367
2024 Q2	$8.24K	Sell	171 -1,791	-91%	-$83.7K	﹤0.01%	615
2024 Q1	$93.2K	Sell	1,962 -762	-28%	-$34.2K	0.03%	324
2023 Q4	$116K	Sell	2,724 -67	-2%	-$2.84K	0.04%	281
2023 Q3	$118K	Sell	2,791 -101	-3%	-$4.14K	0.04%	258
2023 Q2	$113K	Sell	2,892 -595	-17%	-$23.1K	0.04%	270
2023 Q1	$135K	Sell	3,487 -77	-2%	-$3.02K	0.04%	253
2022 Q4	$136K	Hold	3,564	–	–	0.05%	252
2022 Q3	$130K	Sell	3,564 -107	-3%	-$4.07K	0.05%	232
2022 Q2	$128K	Buy	3,671 +97	+3%	+$3.72K	0.05%	250
2022 Q1	$137K	Sell	3,574 -330	-8%	-$12.1K	0.05%	255
2021 Q4	$128K	Sell	3,904 -34	-0.9%	-$1.15K	0.05%	257
2021 Q3	$131K	Sell	3,938 -226	-5%	-$7.54K	0.05%	241
2021 Q2	$152K	Buy	4,164 +4	+0.1%	+$137	0.08%	182
2021 Q1	$127K	Buy	4,160 +5	+0.1%	+$146	0.07%	209
2020 Q4	$107K	Sell	4,155 -40	-1%	-$961	0.07%	221
2020 Q3	$84K	Buy	4,195 +6	+0.1%	+$139	0.06%	234
2020 Q2	$103K	Sell	4,189 -974	-19%	-$23.9K	0.08%	181
2020 Q1	$89K	Buy	+5,163	New	+$175K	0.09%	145

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

Matthew Hamilton Rosenberg's AMLP Position: Q2 2026 in Review

Matthew Hamilton Rosenberg sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 171 shares — an estimated $9K sold.

Matthew Hamilton Rosenberg first reported a position in AMLP in Q1 2020 and held it in 25 quarters. The position peaked at $152K in Q2 2021. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Matthew Hamilton Rosenberg reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 171 Alerian MLP ETF shares in Q2 2026, an estimated $9K.
Matthew Hamilton Rosenberg first reported a position in Alerian MLP ETF in Q1 2020 and held it in 25 quarters.
Matthew Hamilton Rosenberg's Alerian MLP ETF position peaked at $152K in Q2 2021.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.