Moors & Cabot’s Alerian MLP ETF AMLP Stock Holding History

Moors & Cabot’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	$265K	Sell	5,035 -166	-3%	-$8.45K	0.01%	757
2025 Q4	$245K	Buy	5,201 +505	+11%	+$23.6K	0.01%	781
2025 Q3	$220K	Buy	4,696 +4	+0.1%	+$193	0.01%	803
2025 Q2	$229K	Buy	4,692 +4	+0.1%	+$194	0.01%	748
2025 Q1	$244K	Sell	4,688 -246	-5%	-$12.6K	0.01%	716
2024 Q4	$238K	Buy	4,934 +3	+0.1%	+$144	0.01%	745
2024 Q3	$232K	Sell	4,931 -5,614	-53%	-$266K	0.01%	743
2024 Q2	$506K	Buy	10,545 +4	+0%	+$187	0.03%	486
2024 Q1	$500K	Hold	10,541	–	–	0.03%	500
2023 Q4	$448K	Buy	10,541 +3,689	+54%	+$156K	0.03%	495
2023 Q3	$289K	Buy	+6,852	New	+$281K	0.02%	612
2018 Q3	–	Sell	-5,984	Closed	-$302K	–	584
2018 Q2	$302K	Buy	+5,984	New	+$303K	0.04%	414
2017 Q2	–	Sell	-3,534	Closed	-$225K	–	514
2017 Q1	$225K	Buy	+3,534	New	+$227K	0.04%	437
2016 Q4	–	Sell	-10,951	Closed	-$693K	–	541
2016 Q3	$693K	Buy	10,951 +8,240	+304%	+$521K	0.12%	212
2016 Q2	$172K	Buy	+2,711	New	+$163K	0.03%	467
2016 Q1	–	Sell	-2,351	Closed	-$141K	–	525
2015 Q4	$141K	Sell	2,351 -1,037	-31%	-$64.9K	0.03%	462
2015 Q3	$208K	Buy	+3,388	New	+$246K	0.04%	447
2014 Q3	–	Sell	-2,320	Closed	-$223K	–	539
2014 Q2	$223K	Buy	+2,320	New	+$211K	0.04%	454

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 $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $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

Moors & Cabot's AMLP Position: Q1 2026 in Review

Moors & Cabot reduced its Alerian MLP ETF (AMLP) stake by 3.2% in Q1 2026, selling an estimated $8.45K and leaving 5,035 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #757.

Moors & Cabot first reported a position in AMLP in Q2 2014 and has held it in 18 quarters since. The position peaked at $693K in Q3 2016. 813 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Moors & Cabot held 5,035 shares of Alerian MLP ETF worth $265K as of Q1 2026.
Moors & Cabot sold 166 Alerian MLP ETF shares in Q1 2026, an estimated $8.45K.
Alerian MLP ETF made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #757 holding.
Moors & Cabot first reported a position in Alerian MLP ETF in Q2 2014 and has held it in 18 quarters since.
Moors & Cabot's Alerian MLP ETF position peaked at $693K in Q3 2016.
813 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.