Novak & Powell Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Novak & Powell Financial Services’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	$832K	Buy	15,804 +172	+1%	+$8.76K	0.45%	50
2025 Q4	$735K	Buy	15,632 +846	+6%	+$39.6K	0.38%	56
2025 Q3	$694K	Buy	14,786 +1,504	+11%	+$72.7K	0.36%	58
2025 Q2	$649K	Buy	13,282 +193	+1%	+$9.36K	0.45%	52
2025 Q1	$680K	Buy	13,089 +674	+5%	+$34.6K	0.42%	54
2024 Q4	$598K	Buy	12,415 +656	+6%	+$31.5K	0.36%	65
2024 Q3	$554K	Buy	11,759 +215	+2%	+$10.2K	0.32%	72
2024 Q2	$554K	Buy	11,544 +205	+2%	+$9.58K	0.34%	70
2024 Q1	$538K	Buy	11,339 +198	+2%	+$8.89K	0.4%	63
2023 Q4	$474K	Buy	+11,141	New	+$472K	0.32%	78

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 $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Novak & Powell Financial Services's AMLP Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Alerian MLP ETF (AMLP) stake by 1.1% in Q1 2026, buying an estimated $8.76K and bringing the position to 15,804 shares worth $832K. The position accounts for 0.45% of the portfolio, ranked #50.

Novak & Powell Financial Services first reported a position in AMLP in Q4 2023 and has held it in 10 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Novak & Powell Financial Services held 15,804 shares of Alerian MLP ETF worth $832K as of Q1 2026.
Novak & Powell Financial Services bought 172 Alerian MLP ETF shares in Q1 2026, an estimated $8.76K.
Alerian MLP ETF made up 0.45% of Novak & Powell Financial Services's portfolio in Q1 2026, its #50 holding.
Novak & Powell Financial Services first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 10 quarters since.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.