Navalign LLC’s Alerian MLP ETF AMLP Stock Holding History

Navalign LLC’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	–	Sell	-295	Closed	-$13.9K	–	146
2025 Q4	$13.9K	Buy	+295	New	+$13.8K	﹤0.01%	307

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 $445B AUM 25.58% 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

Navalign LLC's AMLP Position: Q1 2026 in Review

Navalign LLC sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 295 shares — an estimated $13.9K sold.

Navalign LLC first reported a position in AMLP in Q4 2025 and held it in 1 quarter. The position peaked at $13.9K in Q4 2025. 813 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Navalign LLC reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 295 Alerian MLP ETF shares in Q1 2026, an estimated $13.9K.
Navalign LLC first reported a position in Alerian MLP ETF in Q4 2025 and held it in 1 quarter.
Navalign LLC's Alerian MLP ETF position peaked at $13.9K in Q4 2025.
813 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.