Park Square Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Park Square Financial Group’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	$25.8K	Buy	+497	New	+$26.1K	0.23%	29
2026 Q1	–	Sell	-12	Closed	-$578	–	250
2025 Q4	$578	Hold	12	–	–	﹤0.01%	218
2025 Q3	$563	Sell	12 -426	-97%	-$20.6K	﹤0.01%	234
2025 Q2	$21.4K	Buy	438 +21	+5%	+$1.02K	0.02%	442
2025 Q1	$21.6K	Sell	417 -20	-5%	-$1.03K	0.02%	421
2024 Q4	$21K	Buy	+437	New	+$21K	0.01%	414

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

Park Square Financial Group's AMLP Position: Q2 2026 in Review

Park Square Financial Group opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 497 shares worth $25.8K. The stake represents 0.23% of the portfolio and ranks #29 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in AMLP as recently as Q4 2025.

Park Square Financial Group first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Park Square Financial Group held 497 shares of Alerian MLP ETF worth $25.8K as of Q2 2026.
Alerian MLP ETF was a new Park Square Financial Group position in Q2 2026.
Alerian MLP ETF made up 0.23% of Park Square Financial Group's portfolio in Q2 2026, its #29 holding.
Park Square Financial Group first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.