Moneta Group Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Moneta Group Investment 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	$564K	Buy	10,710 +1,070	+11%	+$54.5K	﹤0.01%	484
2025 Q4	$453K	Sell	9,640 -10,714	-53%	-$502K	﹤0.01%	528
2025 Q3	$955K	Sell	20,354 -578	-3%	-$27.9K	0.01%	365
2025 Q2	$1.02M	Buy	20,932 +480	+2%	+$23.3K	0.01%	305
2025 Q1	$1.06M	Buy	20,452 +650	+3%	+$33.4K	0.01%	284
2024 Q4	$954K	Buy	19,802 +23	+0.1%	+$1.11K	0.01%	291
2024 Q3	$932K	Sell	19,779 -432	-2%	-$20.4K	0.01%	286
2024 Q2	$970K	Sell	20,211 -514	-2%	-$24K	0.02%	274
2024 Q1	$984K	Buy	20,725 +12,318	+147%	+$553K	0.02%	274
2023 Q4	$357K	Sell	8,407 -3,099	-27%	-$131K	0.01%	402
2023 Q3	$486K	Buy	11,506 +1,581	+16%	+$64.9K	0.01%	324
2023 Q2	$389K	Sell	9,925 -997	-9%	-$38.7K	0.01%	378
2023 Q1	$422K	Sell	10,922 -3,807	-26%	-$149K	0.01%	347
2022 Q4	$596K	Buy	14,729 +8,766	+147%	+$345K	0.02%	269
2022 Q3	$218K	Sell	5,963 -1,410	-19%	-$53.7K	0.01%	400
2022 Q2	$254K	Sell	7,373 -6,282	-46%	-$241K	0.01%	401
2022 Q1	$523K	Buy	13,655 +1,621	+13%	+$59.6K	0.02%	286
2021 Q4	$394K	Sell	12,034 -27	-0.2%	-$915	0.02%	334
2021 Q3	$402K	Buy	12,061 +5,579	+86%	+$186K	0.02%	315
2021 Q2	$236K	Buy	+6,482	New	+$222K	0.01%	407
2020 Q2	–	Sell	-5,174	Closed	-$89K	–	252
2020 Q1	$89K	Buy	5,174 +1,056	+26%	+$35.8K	0.01%	226
2019 Q4	$175K	Sell	4,118 -5,422	-57%	-$228K	0.01%	244
2019 Q3	$436K	Buy	9,540 +322	+3%	+$15.2K	0.04%	176
2019 Q2	$454K	Sell	9,218 -1,271	-12%	-$62.9K	0.04%	161
2019 Q1	$526K	Sell	10,489 -393	-4%	-$19.3K	0.06%	140
2018 Q4	$475K	Buy	+10,882	New	+$534K	0.06%	141

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

Moneta Group Investment Advisors's AMLP Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Alerian MLP ETF (AMLP) stake by 11% in Q1 2026, buying an estimated $54.5K and bringing the position to 10,710 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Moneta Group Investment Advisors first reported a position in AMLP in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.06M in Q1 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Moneta Group Investment Advisors held 10,710 shares of Alerian MLP ETF worth $564K as of Q1 2026.
Moneta Group Investment Advisors bought 1,070 Alerian MLP ETF shares in Q1 2026, an estimated $54.5K.
Alerian MLP ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #484 holding.
Moneta Group Investment Advisors first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 26 quarters since.
Moneta Group Investment Advisors's Alerian MLP ETF position peaked at $1.06M in Q1 2025.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.