Money Concepts Capital’s Alerian MLP ETF AMLP Stock Holding History

Money Concepts Capital’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	$208K	Sell	4,007 -29	-0.7%	-$1.52K	0.01%	607
2026 Q1	$212K	Buy	+4,036	New	+$206K	0.01%	533
2025 Q3	–	Sell	-4,229	Closed	-$207K	–	470
2025 Q2	$207K	Sell	4,229 -90	-2%	-$4.36K	0.01%	431
2025 Q1	$224K	Buy	+4,319	New	+$222K	0.02%	391
2023 Q4	–	Sell	-4,947	Closed	-$209K	–	384
2023 Q3	$209K	Sell	4,947 -641	-11%	-$26.3K	0.02%	336
2023 Q2	$219K	Sell	5,588 -22,623	-80%	-$877K	0.02%	345
2023 Q1	$338K	Buy	28,211 +12,068	+75%	+$473K	0.02%	343
2022 Q4	$615K	Buy	16,143 +12,286	+319%	+$483K	0.03%	385
2022 Q3	$141K	Buy	3,857 +291	+8%	+$11.1K	0.01%	495
2022 Q2	$125K	Sell	3,566 -6,264	-64%	-$240K	0.01%	521
2022 Q1	$376K	Buy	+9,830	New	+$362K	0.02%	518
2021 Q1	–	Sell	-17,222	Closed	-$442K	–	714
2020 Q4	$442K	Buy	+17,222	New	+$414K	0.04%	302

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

Money Concepts Capital's AMLP Position: Q2 2026 in Review

Money Concepts Capital reduced its Alerian MLP ETF (AMLP) stake by 0.72% in Q2 2026, selling an estimated $1.52K and leaving 4,007 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #607.

Money Concepts Capital first reported a position in AMLP in Q4 2020 and has held it in 12 quarters since. The position peaked at $615K in Q4 2022. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Money Concepts Capital held 4,007 shares of Alerian MLP ETF worth $208K as of Q2 2026.
Money Concepts Capital sold 29 Alerian MLP ETF shares in Q2 2026, an estimated $1.52K.
Alerian MLP ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #607 holding.
Money Concepts Capital first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 12 quarters since.
Money Concepts Capital's Alerian MLP ETF position peaked at $615K in Q4 2022.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.