Merit Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Merit Financial 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 Q2	$437K	Buy	8,420 +2,646	+46%	+$139K	﹤0.01%	1574
2026 Q1	$304K	Buy	5,774 +267	+5%	+$13.6K	﹤0.01%	1646
2025 Q4	$259K	Sell	5,507 -2,357	-30%	-$110K	﹤0.01%	1649
2025 Q3	$369K	Sell	7,864 -6,015	-43%	-$291K	﹤0.01%	1330
2025 Q2	$678K	Buy	13,879 +1,588	+13%	+$77K	0.01%	961
2025 Q1	$638K	Buy	+12,291	New	+$631K	0.01%	829

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

Merit Financial Group's AMLP Position: Q2 2026 in Review

Merit Financial Group increased its Alerian MLP ETF (AMLP) stake by 46% in Q2 2026, buying an estimated $139K and bringing the position to 8,420 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Merit Financial Group first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $678K in Q2 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Merit Financial Group held 8,420 shares of Alerian MLP ETF worth $437K as of Q2 2026.
Merit Financial Group bought 2,646 Alerian MLP ETF shares in Q2 2026, an estimated $139K.
Alerian MLP ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1574 holding.
Merit Financial Group first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's Alerian MLP ETF position peaked at $678K in Q2 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.