Oak Family Advisors’s Alerian MLP ETF AMLP Stock Holding History

Oak Family Advisors’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	$1.38M	Sell	26,673 -68,232	-72%	-$3.58M	0.35%	55
2026 Q1	$5M	Sell	94,905 -24,573	-21%	-$1.25M	1.41%	27
2025 Q4	$5.62M	Sell	119,478 -28,048	-19%	-$1.31M	1.54%	25
2025 Q3	$6.92M	Buy	147,526 +109,572	+289%	+$5.3M	1.73%	16
2025 Q2	$1.85M	Buy	37,954 +66	+0.2%	+$3.2K	0.58%	44
2025 Q1	$1.97M	Buy	37,888 +16,446	+77%	+$844K	0.66%	44
2024 Q4	$1.03M	Buy	21,442 +1,087	+5%	+$52.2K	0.37%	57
2024 Q3	$959K	Buy	20,355 +1,770	+10%	+$83.7K	0.29%	65
2024 Q2	$892K	Buy	18,585 +70	+0.4%	+$3.27K	0.31%	64
2024 Q1	$879K	Sell	18,515 -75	-0.4%	-$3.37K	0.34%	63
2023 Q4	$790K	Buy	18,590 +272	+1%	+$11.5K	0.33%	66
2023 Q3	$773K	Sell	18,318 -100	-0.5%	-$4.1K	0.37%	57
2023 Q2	$722K	Buy	18,418 +248	+1%	+$9.62K	0.34%	61
2023 Q1	$702K	Sell	18,170 -11,310	-38%	-$443K	0.35%	62
2022 Q4	$1.12M	Sell	29,480 -50,141	-63%	-$1.97M	0.6%	47
2022 Q3	$2.91M	Sell	79,621 -22,668	-22%	-$863K	1.56%	18
2022 Q2	$3.52M	Buy	102,289 +34,688	+51%	+$1.33M	1.77%	14
2022 Q1	$2.59M	Buy	+67,601	New	+$2.49M	1.01%	23

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

Oak Family Advisors's AMLP Position: Q2 2026 in Review

Oak Family Advisors reduced its Alerian MLP ETF (AMLP) stake by 72% in Q2 2026, selling an estimated $3.58M and leaving 26,673 shares worth $1.38M. The position accounts for 0.35% of the portfolio, ranked #55.

Oak Family Advisors first reported a position in AMLP in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.92M in Q3 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Oak Family Advisors held 26,673 shares of Alerian MLP ETF worth $1.38M as of Q2 2026.
Oak Family Advisors sold 68,232 Alerian MLP ETF shares in Q2 2026, an estimated $3.58M.
Alerian MLP ETF made up 0.35% of Oak Family Advisors's portfolio in Q2 2026, its #55 holding.
Oak Family Advisors first reported a position in Alerian MLP ETF in Q1 2022 and has held it in 18 quarters since.
Oak Family Advisors's Alerian MLP ETF position peaked at $6.92M in Q3 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.