Moseley Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Moseley Investment Management’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	$319K	Buy	6,053 +5	+0.1%	+$255	0.1%	113
2025 Q4	$284K	Buy	6,048 +277	+5%	+$13K	0.09%	128
2025 Q3	$271K	Sell	5,771 -995	-15%	-$48.1K	0.08%	139
2025 Q2	$331K	Buy	6,766 +2	+0%	+$97	0.11%	117
2025 Q1	$351K	Buy	6,764 +515	+8%	+$26.4K	0.14%	108
2024 Q4	$301K	Sell	6,249 -538	-8%	-$25.9K	0.12%	115
2024 Q3	$320K	Buy	6,787 +1,167	+21%	+$55.2K	0.13%	112
2024 Q2	$270K	Sell	5,620 -118	-2%	-$5.51K	0.13%	116
2024 Q1	$272K	Buy	+5,738	New	+$258K	0.14%	117
2021 Q2	–	Sell	-7,067	Closed	-$216K	–	178
2021 Q1	$216K	Buy	+7,067	New	+$206K	0.12%	157
2020 Q2	–	Sell	-7,958	Closed	-$137K	–	130
2020 Q1	$137K	Sell	7,958 -836	-10%	-$28.3K	0.16%	114
2019 Q4	$374K	Sell	8,794 -3,136	-26%	-$132K	0.37%	81
2019 Q3	$545K	Buy	11,930 +639	+6%	+$30.2K	0.57%	52
2019 Q2	$556K	Buy	11,291 +42	+0.4%	+$2.08K	0.52%	53
2019 Q1	$564K	Buy	+11,249	New	+$551K	0.59%	51

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

Moseley Investment Management's AMLP Position: Q1 2026 in Review

Moseley Investment Management increased its Alerian MLP ETF (AMLP) stake by 0.08% in Q1 2026, buying an estimated $255 and bringing the position to 6,053 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #113.

Moseley Investment Management first reported a position in AMLP in Q1 2019 and has held it in 15 quarters since. The position peaked at $564K in Q1 2019. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Moseley Investment Management held 6,053 shares of Alerian MLP ETF worth $319K as of Q1 2026.
Moseley Investment Management bought 5 Alerian MLP ETF shares in Q1 2026, an estimated $255.
Alerian MLP ETF made up 0.1% of Moseley Investment Management's portfolio in Q1 2026, its #113 holding.
Moseley Investment Management first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 15 quarters since.
Moseley Investment Management's Alerian MLP ETF position peaked at $564K in Q1 2019.
816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.