Palouse Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Palouse Capital Management’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	$1.82M	Sell	35,175 -417	-1%	-$21.9K	1.14%	39
2026 Q1	$1.87M	Sell	35,592 -3,046	-8%	-$155K	1.24%	37
2025 Q4	$1.82M	Sell	38,638 -978	-2%	-$45.8K	1.16%	40
2025 Q3	$1.86M	Buy	39,616 +775	+2%	+$37.5K	1.18%	41
2025 Q2	$1.9M	Buy	38,841 +102	+0.3%	+$4.95K	1.25%	37
2025 Q1	$2.01M	Sell	38,739 -35	-0.1%	-$1.8K	1.37%	33
2024 Q4	$1.87M	Sell	38,774 -305	-0.8%	-$14.7K	1.24%	36
2024 Q3	$1.84M	Sell	39,079 -787	-2%	-$37.2K	1.16%	37
2024 Q2	$1.91M	Sell	39,866 -420	-1%	-$19.6K	1.28%	35
2024 Q1	$1.91M	Sell	40,286 -1,788	-4%	-$80.3K	1.26%	34
2023 Q4	$1.79M	Sell	42,074 -2,304	-5%	-$97.7K	1.26%	39
2023 Q3	$1.87M	Sell	44,378 -1,557	-3%	-$63.9K	1.39%	30
2023 Q2	$1.8M	Sell	45,935 -1,511	-3%	-$58.6K	1.26%	38
2023 Q1	$1.83M	Buy	+47,446	New	+$1.86M	1.24%	42

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

Palouse Capital Management's AMLP Position: Q2 2026 in Review

Palouse Capital Management reduced its Alerian MLP ETF (AMLP) stake by 1.2% in Q2 2026, selling an estimated $21.9K and leaving 35,175 shares worth $1.82M. The position accounts for 1.14% of the portfolio, ranked #39.

Palouse Capital Management first reported a position in AMLP in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.01M in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Palouse Capital Management held 35,175 shares of Alerian MLP ETF worth $1.82M as of Q2 2026.
Palouse Capital Management sold 417 Alerian MLP ETF shares in Q2 2026, an estimated $21.9K.
Alerian MLP ETF made up 1.14% of Palouse Capital Management's portfolio in Q2 2026, its #39 holding.
Palouse Capital Management first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 14 quarters since.
Palouse Capital Management's Alerian MLP ETF position peaked at $2.01M in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.