Philadelphia Trust Company’s Alerian MLP ETF AMLP Stock Holding History

Philadelphia Trust Company’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	$4.58M	Buy	88,288 +91	+0.1%	+$4.78K	0.29%	61
2026 Q1	$4.64M	Buy	88,197 +50,486	+134%	+$2.57M	0.33%	55
2025 Q4	$1.77M	Sell	37,711 -841	-2%	-$39.4K	0.12%	90
2025 Q3	$1.81M	Buy	38,552 +165	+0.4%	+$7.98K	0.13%	89
2025 Q2	$1.88M	Sell	38,387 -1,559	-4%	-$75.6K	0.14%	85
2025 Q1	$2.08M	Sell	39,946 -2,607	-6%	-$134K	0.18%	80
2024 Q4	$2.05M	Buy	42,553 +24	+0.1%	+$1.15K	0.15%	85
2024 Q3	$2M	Sell	42,529 -1,583	-4%	-$74.9K	0.15%	85
2024 Q2	$2.12M	Sell	44,112 -567	-1%	-$26.5K	0.16%	80
2024 Q1	$2.12M	Sell	44,679 -99	-0.2%	-$4.45K	0.17%	84
2023 Q4	$1.9M	Buy	44,778 +1,512	+3%	+$64.1K	0.18%	86
2023 Q3	$1.83M	Hold	43,266	–	–	0.19%	91
2023 Q2	$1.7M	Sell	43,266 -865	-2%	-$33.5K	0.16%	96
2023 Q1	$1.71M	Sell	44,131 -250	-0.6%	-$9.8K	0.17%	96
2022 Q4	$1.69M	Sell	44,381 -9,855	-18%	-$387K	0.18%	92
2022 Q3	$1.98M	Sell	54,236 -53,853	-50%	-$2.05M	0.22%	80
2022 Q2	$3.72M	Buy	+108,089	New	+$4.15M	0.38%	61

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

Philadelphia Trust Company's AMLP Position: Q2 2026 in Review

Philadelphia Trust Company increased its Alerian MLP ETF (AMLP) stake by 0.1% in Q2 2026, buying an estimated $4.78K and bringing the position to 88,288 shares worth $4.58M. The position accounts for 0.29% of the portfolio, ranked #61.

Philadelphia Trust Company first reported a position in AMLP in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.64M in Q1 2026. 809 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Philadelphia Trust Company held 88,288 shares of Alerian MLP ETF worth $4.58M as of Q2 2026.
Philadelphia Trust Company bought 91 Alerian MLP ETF shares in Q2 2026, an estimated $4.78K.
Alerian MLP ETF made up 0.29% of Philadelphia Trust Company's portfolio in Q2 2026, its #61 holding.
Philadelphia Trust Company first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 17 quarters since.
Philadelphia Trust Company's Alerian MLP ETF position peaked at $4.64M in Q1 2026.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.