Mezzasalma Advisors’s Alerian MLP ETF AMLP Stock Holding History

Mezzasalma 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 Q2	$1.07M	Sell	20,701 -5,715	-22%	-$300K	0.22%	65
2026 Q1	$1.39M	Buy	26,416 +223	+0.9%	+$11.4K	0.36%	48
2025 Q4	$1.24M	Buy	26,193 +7,035	+37%	+$329K	0.3%	55
2025 Q3	$899K	Buy	19,158 +1,088	+6%	+$52.6K	0.23%	64
2025 Q2	$883K	Buy	18,070 +157	+0.9%	+$7.61K	0.27%	54
2025 Q1	$930K	Buy	17,913 +327	+2%	+$16.8K	0.32%	50
2024 Q4	$847K	Buy	+17,586	New	+$845K	0.27%	50

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

Mezzasalma Advisors's AMLP Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Alerian MLP ETF (AMLP) stake by 22% in Q2 2026, selling an estimated $300K and leaving 20,701 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #65.

Mezzasalma Advisors first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2026. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Mezzasalma Advisors held 20,701 shares of Alerian MLP ETF worth $1.07M as of Q2 2026.
Mezzasalma Advisors sold 5,715 Alerian MLP ETF shares in Q2 2026, an estimated $300K.
Alerian MLP ETF made up 0.22% of Mezzasalma Advisors's portfolio in Q2 2026, its #65 holding.
Mezzasalma Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's Alerian MLP ETF position peaked at $1.39M in Q1 2026.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.