Novem Group’s Alerian MLP ETF AMLP Stock Holding History

Novem 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	$1.02M	Buy	19,681 +549	+3%	+$28.8K	0.1%	187
2026 Q1	$1.01M	Sell	19,132 -12,203	-39%	-$621K	0.12%	163
2025 Q4	$1.47M	Buy	31,335 +1,929	+7%	+$90.3K	0.17%	106
2025 Q3	$1.38M	Sell	29,406 -115	-0.4%	-$5.56K	0.16%	115
2025 Q2	$1.44M	Buy	29,521 +1,040	+4%	+$50.4K	0.18%	96
2025 Q1	$1.48M	Buy	28,481 +667	+2%	+$34.2K	0.21%	89
2024 Q4	$1.34M	Buy	+27,814	New	+$1.34M	0.2%	92

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

Novem Group's AMLP Position: Q2 2026 in Review

Novem Group increased its Alerian MLP ETF (AMLP) stake by 2.9% in Q2 2026, buying an estimated $28.8K and bringing the position to 19,681 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #187.

Novem Group first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Novem Group held 19,681 shares of Alerian MLP ETF worth $1.02M as of Q2 2026.
Novem Group bought 549 Alerian MLP ETF shares in Q2 2026, an estimated $28.8K.
Alerian MLP ETF made up 0.1% of Novem Group's portfolio in Q2 2026, its #187 holding.
Novem Group first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
Novem Group's Alerian MLP ETF position peaked at $1.48M in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.