Mayfair Advisory Group’s Alerian MLP ETF AMLP Stock Holding History

Mayfair Advisory Group’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	$320K	Buy	6,079 +200	+3%	+$10.2K	0.11%	136
2025 Q4	$279K	Sell	5,879 -250	-4%	-$11.7K	0.11%	142
2025 Q3	$288K	Hold	6,129	–	–	0.12%	142
2025 Q2	$301K	Buy	6,129 +1,002	+20%	+$48.6K	0.14%	133
2025 Q1	$266K	Sell	5,127 -298	-5%	-$15.3K	0.15%	124
2024 Q4	$261K	Buy	5,425 +452	+9%	+$21.7K	0.15%	125
2024 Q3	$237K	Hold	4,973	–	–	0.15%	132
2024 Q2	$241K	Buy	+4,973	New	+$232K	0.16%	115
2022 Q2	–	Sell	-7,331	Closed	-$281K	–	119
2022 Q1	$281K	Hold	7,331	–	–	0.36%	68
2021 Q4	$250K	Hold	7,331	–	–	0.33%	78
2021 Q3	$254K	Hold	7,331	–	–	0.39%	71
2021 Q2	$267K	Hold	7,331	–	–	0.42%	67
2021 Q1	$228K	Buy	+7,331	New	+$214K	0.41%	73
2020 Q2	–	Sell	-2,046	Closed	-$35K	–	51
2020 Q1	$35K	Sell	2,046 -432	-17%	-$14.6K	0.16%	33
2019 Q4	$105K	Buy	+2,478	New	+$104K	0.32%	40

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mayfair Advisory Group's AMLP Position: Q1 2026 in Review

Mayfair Advisory Group increased its Alerian MLP ETF (AMLP) stake by 3.4% in Q1 2026, buying an estimated $10.2K and bringing the position to 6,079 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #136.

Mayfair Advisory Group first reported a position in AMLP in Q4 2019 and has held it in 15 quarters since. 810 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Mayfair Advisory Group held 6,079 shares of Alerian MLP ETF worth $320K as of Q1 2026.
Mayfair Advisory Group bought 200 Alerian MLP ETF shares in Q1 2026, an estimated $10.2K.
Alerian MLP ETF made up 0.11% of Mayfair Advisory Group's portfolio in Q1 2026, its #136 holding.
Mayfair Advisory Group first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 15 quarters since.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.