MV Capital Management’s Alerian MLP ETF AMLP Stock Holding History

MV Capital 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 Q2	$934	Hold	18	–	–	﹤0.01%	924
2026 Q1	$948	Hold	18	–	–	﹤0.01%	875
2025 Q4	$847	Hold	18	–	–	﹤0.01%	850
2025 Q3	$845	Hold	18	–	–	﹤0.01%	809
2025 Q2	$880	Sell	18 -200	-92%	-$9.7K	﹤0.01%	787
2025 Q1	$11.3K	Buy	218 +200	+1,111%	+$10.3K	﹤0.01%	502
2024 Q4	$867	Hold	18	–	–	﹤0.01%	762
2024 Q3	$849	Hold	18	–	–	﹤0.01%	764
2024 Q2	$864	Hold	18	–	–	﹤0.01%	703
2024 Q1	$855	Hold	18	–	–	﹤0.01%	691
2023 Q4	$766	Hold	18	–	–	﹤0.01%	670
2023 Q3	$760	Hold	18	–	–	﹤0.01%	658
2023 Q2	$706	Hold	18	–	–	﹤0.01%	668
2023 Q1	$696	Hold	18	–	–	﹤0.01%	678
2022 Q4	$685	Sell	18 -42	-70%	-$1.65K	﹤0.01%	653
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	608
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	612
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	640
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	649
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	663
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	613
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	296
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	283
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	262
2020 Q2	$1K	Sell	60 -1	-2%	-$25	﹤0.01%	267
2020 Q1	$1K	Hold	61	–	–	﹤0.01%	316
2019 Q4	$3K	Hold	61	–	–	﹤0.01%	308
2019 Q3	$3K	Hold	61	–	–	﹤0.01%	303
2019 Q2	$3K	Hold	61	–	–	﹤0.01%	290
2019 Q1	$3K	Hold	61	–	–	﹤0.01%	314
2018 Q4	$3K	Buy	61 +18	+42%	+$883	﹤0.01%	286
2018 Q3	$2K	Hold	43	–	–	﹤0.01%	333
2018 Q2	$2K	Hold	43	–	–	﹤0.01%	342
2018 Q1	$2K	Hold	43	–	–	﹤0.01%	341
2017 Q4	$2K	Sell	43 -36	-46%	-$1.93K	﹤0.01%	344
2017 Q3	$4K	Hold	79	–	–	﹤0.01%	302
2017 Q2	$5K	Hold	79	–	–	﹤0.01%	279
2017 Q1	$5K	Hold	79	–	–	﹤0.01%	280
2016 Q4	$5K	Hold	79	–	–	﹤0.01%	281
2016 Q3	$5K	Hold	79	–	–	﹤0.01%	269
2016 Q2	$5K	Hold	79	–	–	﹤0.01%	268
2016 Q1	$4K	Sell	79 -10,640	-99%	-$541K	﹤0.01%	267
2015 Q4	$646K	Sell	10,719 -50,292	-82%	-$3.15M	0.25%	46
2015 Q3	$3.81M	Sell	61,011 -8,422	-12%	-$613K	1.73%	13
2015 Q2	$5.4M	Sell	69,433 -21	-0%	-$1.75K	2.19%	10
2015 Q1	$5.75M	Buy	69,454 +815	+1%	+$68.8K	2.41%	11
2014 Q4	$6.01M	Buy	+68,639	New	+$6.22M	2.73%	10

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

MV Capital Management's AMLP Position: Q2 2026 in Review

MV Capital Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 18 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #924.

MV Capital Management first reported a position in AMLP in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.01M in Q4 2014. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

MV Capital Management held 18 shares of Alerian MLP ETF worth $934 as of Q2 2026.
MV Capital Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #924 holding.
MV Capital Management first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 47 quarters since.
MV Capital Management's Alerian MLP ETF position peaked at $6.01M in Q4 2014.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.