Mount Yale Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Mount Yale 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	$3.82M	Buy	72,552 +6,301	+10%	+$321K	0.09%	231
2025 Q4	$3.12M	Buy	66,251 +13,283	+25%	+$622K	0.15%	144
2025 Q3	$2.49M	Buy	52,968 +52,849	+44,411%	+$2.56M	0.17%	137
2025 Q2	$5.81K	Buy	+119	New	+$5.77K	﹤0.01%	1212
2024 Q1	–	Sell	-4,799	Closed	-$204K	–	536
2023 Q4	$204K	Buy	+4,799	New	+$203K	0.02%	475

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 $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

Mount Yale Investment Advisors's AMLP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Alerian MLP ETF (AMLP) stake by 9.5% in Q1 2026, buying an estimated $321K and bringing the position to 72,552 shares worth $3.82M. The position accounts for 0.09% of the portfolio, ranked #231.

Mount Yale Investment Advisors first reported a position in AMLP in Q4 2023 and has held it in 5 quarters since. 813 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Mount Yale Investment Advisors held 72,552 shares of Alerian MLP ETF worth $3.82M as of Q1 2026.
Mount Yale Investment Advisors bought 6,301 Alerian MLP ETF shares in Q1 2026, an estimated $321K.
Alerian MLP ETF made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #231 holding.
Mount Yale Investment Advisors first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 5 quarters since.
813 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.