MBA Advisors’s Alerian MLP ETF AMLP Stock Holding History

MBA Advisors’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	$1.59M	Buy	30,272 +3,917	+15%	+$199K	0.61%	33
2025 Q4	$1.24M	Buy	26,355 +697	+3%	+$32.6K	0.5%	44
2025 Q3	$1.2M	Buy	25,658 +1,871	+8%	+$90.5K	0.51%	43
2025 Q2	$1.16M	Buy	23,787 +254	+1%	+$12.3K	0.54%	40
2025 Q1	$1.22M	Buy	23,533 +2,364	+11%	+$121K	0.61%	38
2024 Q4	$1.02M	Buy	21,169 +6,869	+48%	+$330K	0.51%	48
2024 Q3	$674K	Sell	14,300 -580	-4%	-$27.4K	0.32%	66
2024 Q2	$714K	Sell	14,880 -202	-1%	-$9.44K	0.37%	61
2024 Q1	$716K	Buy	15,082 +1,429	+10%	+$64.2K	0.37%	60
2023 Q4	$581K	Buy	13,653 +1,430	+12%	+$60.6K	0.32%	68
2023 Q3	$516K	Hold	12,223	–	–	0.32%	70
2023 Q2	$479K	Buy	12,223 +600	+5%	+$23.3K	0.29%	73
2023 Q1	$449K	Buy	11,623 +1,779	+18%	+$69.7K	0.28%	76
2022 Q4	$375K	Buy	+9,844	New	+$387K	0.25%	83

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

MBA Advisors's AMLP Position: Q1 2026 in Review

MBA Advisors increased its Alerian MLP ETF (AMLP) stake by 15% in Q1 2026, buying an estimated $199K and bringing the position to 30,272 shares worth $1.59M. The position accounts for 0.61% of the portfolio, ranked #33.

MBA Advisors first reported a position in AMLP in Q4 2022 and has held it in 14 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

MBA Advisors held 30,272 shares of Alerian MLP ETF worth $1.59M as of Q1 2026.
MBA Advisors bought 3,917 Alerian MLP ETF shares in Q1 2026, an estimated $199K.
Alerian MLP ETF made up 0.61% of MBA Advisors's portfolio in Q1 2026, its #33 holding.
MBA Advisors first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 14 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.