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

SERBOO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 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. 166 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.
166 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.