Operose Advisors’s Alerian MLP ETF AMLP Stock Holding History

Operose 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	$673K	Buy	12,980 +1,892	+17%	+$99.3K	0.13%	85
2026 Q1	$584K	Hold	11,088	–	–	0.14%	80
2025 Q4	$521K	Sell	11,088 -2,065	-16%	-$96.7K	0.12%	85
2025 Q3	$617K	Buy	13,153 +206	+2%	+$9.96K	0.15%	74
2025 Q2	$633K	Sell	12,947 -1,348	-9%	-$65.4K	0.18%	67
2025 Q1	$742K	Buy	14,295 +8	+0.1%	+$411	0.25%	62
2024 Q4	$688K	Buy	14,287 +634	+5%	+$30.5K	0.24%	60
2024 Q3	$643K	Buy	13,653 +380	+3%	+$18K	0.21%	71
2024 Q2	$637K	Buy	13,273 +258	+2%	+$12.1K	0.23%	65
2024 Q1	$618K	Buy	13,015 +1,030	+9%	+$46.3K	0.21%	70
2023 Q4	$510K	Buy	11,985 +897	+8%	+$38K	0.2%	55
2023 Q3	$468K	Hold	11,088	–	–	0.19%	52
2023 Q2	$435K	Hold	11,088	–	–	0.2%	50
2023 Q1	$429K	Hold	11,088	–	–	0.21%	36
2022 Q4	$422K	Sell	11,088 -1,361	-11%	-$53.5K	0.23%	34
2022 Q3	$455K	Hold	12,449	–	–	0.3%	29
2022 Q2	$429K	Hold	12,449	–	–	0.3%	27
2022 Q1	$477K	Hold	12,449	–	–	0.33%	30
2021 Q4	$408K	Buy	+12,449	New	+$422K	0.33%	31

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

Operose Advisors's AMLP Position: Q2 2026 in Review

Operose Advisors increased its Alerian MLP ETF (AMLP) stake by 17% in Q2 2026, buying an estimated $99.3K and bringing the position to 12,980 shares worth $673K. The position accounts for 0.13% of the portfolio, ranked #85.

Operose Advisors first reported a position in AMLP in Q4 2021 and has held it in 19 quarters since. The position peaked at $742K in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Operose Advisors held 12,980 shares of Alerian MLP ETF worth $673K as of Q2 2026.
Operose Advisors bought 1,892 Alerian MLP ETF shares in Q2 2026, an estimated $99.3K.
Alerian MLP ETF made up 0.13% of Operose Advisors's portfolio in Q2 2026, its #85 holding.
Operose Advisors first reported a position in Alerian MLP ETF in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's Alerian MLP ETF position peaked at $742K in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.