NorthRock Partners’s Alerian MLP ETF AMLP Stock Holding History

NorthRock Partners’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	$214K	Hold	4,118	–	–	﹤0.01%	630
2026 Q1	$217K	Buy	+4,118	New	+$210K	﹤0.01%	606
2019 Q4	–	Sell	-4,220	Closed	-$193K	–	282
2019 Q3	$193K	Buy	4,220 +40	+1%	+$1.89K	0.03%	201
2019 Q2	$206K	Hold	4,180	–	–	0.06%	72
2019 Q1	$210K	Hold	4,180	–	–	0.06%	82
2018 Q4	$182K	Buy	+4,180	New	+$205K	0.05%	93

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

NorthRock Partners's AMLP Position: Q2 2026 in Review

NorthRock Partners held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 4,118 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

NorthRock Partners first reported a position in AMLP in Q4 2018 and has held it in 6 quarters since. The position peaked at $217K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

NorthRock Partners held 4,118 shares of Alerian MLP ETF worth $214K as of Q2 2026.
NorthRock Partners left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #630 holding.
NorthRock Partners first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 6 quarters since.
NorthRock Partners's Alerian MLP ETF position peaked at $217K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.