Nalls Sherbakoff Group’s Alerian MLP ETF AMLP Stock Holding History

Nalls Sherbakoff 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 Q2	$288K	Buy	5,551 +7	+0.1%	+$367	0.2%	77
2026 Q1	$292K	Hold	5,544	–	–	0.21%	74
2025 Q4	$261K	Buy	5,544 +275	+5%	+$12.9K	0.19%	83
2025 Q3	$247K	Buy	5,269 +7	+0.1%	+$338	0.17%	89
2025 Q2	$257K	Buy	5,262 +8	+0.2%	+$388	0.19%	80
2025 Q1	$273K	Buy	+5,254	New	+$270K	0.22%	71
2023 Q4	$230K	Buy	5,420 +7	+0.1%	+$297	0.21%	68
2023 Q3	$228K	Buy	5,413 +6	+0.1%	+$246	0.22%	64
2023 Q2	$203K	Buy	5,407 +7	+0.1%	+$271	0.2%	70
2023 Q1	$208K	Buy	+5,400	New	+$212K	0.21%	73
2018 Q4	$9K	Buy	+200	New	+$9.81K	0.01%	272

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

Nalls Sherbakoff Group's AMLP Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Alerian MLP ETF (AMLP) stake by 0.13% in Q2 2026, buying an estimated $367 and bringing the position to 5,551 shares worth $288K. The position accounts for 0.2% of the portfolio, ranked #77.

Nalls Sherbakoff Group first reported a position in AMLP in Q4 2018 and has held it in 11 quarters since. The position peaked at $292K in Q1 2026. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Nalls Sherbakoff Group held 5,551 shares of Alerian MLP ETF worth $288K as of Q2 2026.
Nalls Sherbakoff Group bought 7 Alerian MLP ETF shares in Q2 2026, an estimated $367.
Alerian MLP ETF made up 0.2% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #77 holding.
Nalls Sherbakoff Group first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Alerian MLP ETF position peaked at $292K in Q1 2026.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.