Oak Harvest Investment Services’s Alerian MLP ETF AMLP Stock Holding History

Oak Harvest Investment 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 Q2	$10.6M	Buy	205,080 +5,040	+3%	+$265K	0.99%	32
2026 Q1	$10.5M	Buy	200,040 +18,358	+10%	+$935K	1.1%	28
2025 Q4	$8.54M	Buy	181,682 +14,412	+9%	+$675K	0.93%	35
2025 Q3	$7.85M	Buy	167,270 +90,619	+118%	+$4.38M	0.92%	34
2025 Q2	$3.75M	Buy	+76,651	New	+$3.72M	0.47%	65

Other funds holding AMLP

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Oak Harvest Investment Services's AMLP Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Alerian MLP ETF (AMLP) stake by 2.5% in Q2 2026, buying an estimated $265K and bringing the position to 205,080 shares worth $10.6M. The position accounts for 0.99% of the portfolio, ranked #32.

Oak Harvest Investment Services first reported a position in AMLP in Q2 2025 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Oak Harvest Investment Services held 205,080 shares of Alerian MLP ETF worth $10.6M as of Q2 2026.
Oak Harvest Investment Services bought 5,040 Alerian MLP ETF shares in Q2 2026, an estimated $265K.
Alerian MLP ETF made up 0.99% of Oak Harvest Investment Services's portfolio in Q2 2026, its #32 holding.
Oak Harvest Investment Services first reported a position in Alerian MLP ETF in Q2 2025 and has held it in 5 quarters since.
279 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.