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

Mosaic 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 Q1	$245K	Buy	4,647 +90	+2%	+$4.58K	0.17%	109
2025 Q4	$214K	Buy	4,557 +95	+2%	+$4.45K	0.15%	120
2025 Q3	$209K	Buy	+4,462	New	+$216K	0.15%	115

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

Mosaic Financial Group's AMLP Position: Q1 2026 in Review

Mosaic Financial Group increased its Alerian MLP ETF (AMLP) stake by 2% in Q1 2026, buying an estimated $4.58K and bringing the position to 4,647 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #109.

Mosaic Financial Group first reported a position in AMLP in Q3 2025 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Mosaic Financial Group held 4,647 shares of Alerian MLP ETF worth $245K as of Q1 2026.
Mosaic Financial Group bought 90 Alerian MLP ETF shares in Q1 2026, an estimated $4.58K.
Alerian MLP ETF made up 0.17% of Mosaic Financial Group's portfolio in Q1 2026, its #109 holding.
Mosaic Financial Group first reported a position in Alerian MLP ETF in Q3 2025 and has held it in 3 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.