&Partners’s Alerian MLP ETF AMLP Stock Holding History

&Partners’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	$7.96M	Buy	153,572 +43,019	+39%	+$2.26M	0.03%	450
2026 Q1	$5.82M	Sell	110,553 -247	-0.2%	-$12.6K	0.03%	479
2025 Q4	$5.21M	Buy	110,800 +6,610	+6%	+$309K	0.03%	478
2025 Q3	$4.89M	Buy	104,190 +4,250	+4%	+$206K	0.03%	427
2025 Q2	$4.88M	Buy	99,940 +8,243	+9%	+$400K	0.04%	371
2025 Q1	$4.77M	Buy	91,697 +61,658	+205%	+$3.17M	0.05%	304
2024 Q4	$1.46M	Buy	30,039 +3,795	+14%	+$182K	0.02%	612
2024 Q3	$1.24M	Buy	26,244 +20,578	+363%	+$973K	0.02%	489
2024 Q2	$272K	Buy	+5,666	New	+$265K	0.01%	747
2024 Q1	–	Sell	-6,186	Closed	-$263K	–	493
2023 Q4	$263K	Buy	+6,186	New	+$262K	0.06%	232
2020 Q2	–	Sell	-2,477	Closed	-$43K	–	132
2020 Q1	$43K	Buy	2,477 +469	+23%	+$15.9K	0.07%	135
2019 Q4	$85K	Buy	+2,008	New	+$84.3K	0.1%	150

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

&Partners's AMLP Position: Q2 2026 in Review

&Partners increased its Alerian MLP ETF (AMLP) stake by 39% in Q2 2026, buying an estimated $2.26M and bringing the position to 153,572 shares worth $7.96M. The position accounts for 0.03% of the portfolio, ranked #450.

&Partners first reported a position in AMLP in Q4 2019 and has held it in 12 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

&Partners held 153,572 shares of Alerian MLP ETF worth $7.96M as of Q2 2026.
&Partners bought 43,019 Alerian MLP ETF shares in Q2 2026, an estimated $2.26M.
Alerian MLP ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #450 holding.
&Partners first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 12 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.