McDonald Partners’s Alerian MLP ETF AMLP Stock Holding History

McDonald Partners’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	$467K	Hold	9,000	–	–	0.11%	156
2026 Q1	$474K	Hold	9,000	–	–	0.11%	144
2025 Q4	$423K	Sell	9,000 -200	-2%	-$9.36K	0.13%	138
2025 Q3	$432K	Sell	9,200 -8,978	-49%	-$434K	0.13%	153
2025 Q2	$888K	Buy	18,178 +136	+0.8%	+$6.59K	0.21%	124
2025 Q1	$937K	Buy	18,042 +120	+0.7%	+$6.16K	0.24%	118
2024 Q4	$863K	Buy	17,922 +114	+0.6%	+$5.48K	0.22%	122
2024 Q3	$839K	Buy	17,808 +135	+0.8%	+$6.38K	0.21%	127
2024 Q2	$848K	Buy	17,673 +127	+0.7%	+$5.93K	0.23%	118
2024 Q1	$833K	Buy	17,546 +124	+0.7%	+$5.57K	0.23%	119
2023 Q4	$741K	Buy	17,422 +12	+0.1%	+$509	0.22%	123
2023 Q3	$735K	Buy	17,410 +124	+0.7%	+$5.09K	0.24%	116
2023 Q2	$678K	Buy	17,286 +130	+0.8%	+$5.04K	0.21%	127
2023 Q1	$663K	Buy	17,156 +140	+0.8%	+$5.49K	0.21%	128
2022 Q4	$648K	Buy	17,016 +3,787	+29%	+$149K	0.22%	125
2022 Q3	$484K	Buy	+13,229	New	+$503K	0.18%	140

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

McDonald Partners's AMLP Position: Q2 2026 in Review

McDonald Partners held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 9,000 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #156.

McDonald Partners first reported a position in AMLP in Q3 2022 and has held it in 16 quarters since. The position peaked at $937K in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

McDonald Partners held 9,000 shares of Alerian MLP ETF worth $467K as of Q2 2026.
McDonald Partners left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.11% of McDonald Partners's portfolio in Q2 2026, its #156 holding.
McDonald Partners first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 16 quarters since.
McDonald Partners's Alerian MLP ETF position peaked at $937K in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.