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MPS Loria Financial Planners’s Alerian MLP ETF AMLP Stock Holding History

MPS Loria Financial Planners’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 		$313K Buy
6,027
+271
+5% +$14.2K 0.07% 73
2026
Q1 		$303K Buy
5,756
+7
+0.1% +$356 0.08% 71
2025
Q4 		$270K Buy
5,749
+2
+0% +$94 0.07% 76
2025
Q3 		$270K Buy
5,747
+9
+0.2% +$435 0.07% 70
2025
Q2 		$280K Buy
5,738
+2
+0% +$97 0.08% 68
2025
Q1 		$298K Buy
5,736
+202
+4% +$10.4K 0.09% 63
2024
Q4 		$267K Buy
5,534
+19
+0.3% +$913 0.08% 67
2024
Q3 		$260K Buy
5,515
+2
+0% +$95 0.08% 71
2024
Q2 		$265K Buy
5,513
+1
+0% +$47 0.09% 68
2024
Q1 		$262K Buy
5,512
+649
+13% +$29.2K 0.09% 67
2023
Q4 		$207K Buy
4,863
+9
+0.2% +$382 0.07% 83
2023
Q3 		$205K Buy
+4,854
New +$199K 0.08% 76
2021
Q1 		– Sell
-285,693
Closed -$7.27M – 561
2020
Q4 		$7.27M Sell
285,693
-4,323
-1% -$104K 3.26% 4
2020
Q3 		$5.79M Sell
290,016
-140,375
-33% -$3.25M 3% 4
2020
Q2 		$10.6M Sell
430,391
-102,727
-19% -$2.52M 5.69% 4
2020
Q1 		$9.17M Buy
533,118
+298,977
+128% +$10.1M 7.04% 4
2019
Q4 		$9.95M Sell
234,141
-129,959
-36% -$5.46M 5.87% 4
2019
Q3 		$16.6M Buy
364,100
+6,067
+2% +$287K 10.81% 2
2019
Q2 		$17.6M Buy
358,033
+11,848
+3% +$586K 11.27% 2
2019
Q1 		$17.4M Buy
346,185
+77,992
+29% +$3.82M 11.51% 2
2018
Q4 		$11.7M Sell
268,193
-2,983
-1% -$146K 8.4% 3
2018
Q3 		$14.4M Buy
271,176
+5,499
+2% +$297K 9.01% 4
2018
Q2 		$13.4M Buy
265,677
+17,017
+7% +$863K 13.51% 3
2018
Q1 		$11.7M Buy
248,660
+41,506
+20% +$2.22M 8.21% 4
2017
Q4 		$11.2M Sell
207,154
-8,553
-4% -$458K 7.63% 4
2017
Q3 		$12.1M Buy
215,707
+4,937
+2% +$282K 8.66% 3
2017
Q2 		$11.4M Buy
+210,770
New +$12.8M 7.64% 4

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MPS Loria Financial Planners's AMLP Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Alerian MLP ETF (AMLP) stake by 4.7% in Q2 2026, buying an estimated $14.2K and bringing the position to 6,027 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #73.

MPS Loria Financial Planners first reported a position in AMLP in Q2 2017 and has held it in 27 quarters since. The position peaked at $17.6M in Q2 2019. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • MPS Loria Financial Planners held 6,027 shares of Alerian MLP ETF worth $313K as of Q2 2026.
  • MPS Loria Financial Planners bought 271 Alerian MLP ETF shares in Q2 2026, an estimated $14.2K.
  • Alerian MLP ETF made up 0.07% of MPS Loria Financial Planners's portfolio in Q2 2026, its #73 holding.
  • MPS Loria Financial Planners first reported a position in Alerian MLP ETF in Q2 2017 and has held it in 27 quarters since.
  • MPS Loria Financial Planners's Alerian MLP ETF position peaked at $17.6M in Q2 2019.
  • 810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.