Pinion Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Pinion Investment Advisors’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 Q1	$714K	Sell	13,563 -2,215	-14%	-$113K	0.17%	91
2025 Q4	$742K	Sell	15,778 -1,622	-9%	-$75.9K	0.18%	86
2025 Q3	$813K	Buy	17,400 +1,889	+12%	+$91.3K	0.22%	80
2025 Q2	$758K	Sell	15,511 -15,271	-50%	-$741K	0.26%	69
2025 Q1	$1.6M	Buy	30,782 +17,712	+136%	+$909K	0.35%	47
2024 Q4	$629K	Buy	13,070 +189	+1%	+$9.09K	0.25%	73
2024 Q3	$607K	Buy	12,881 +1,742	+16%	+$82.4K	0.25%	74
2024 Q2	$534K	Buy	+11,139	New	+$520K	0.27%	72

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pinion Investment Advisors's AMLP Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Alerian MLP ETF (AMLP) stake by 14% in Q1 2026, selling an estimated $113K and leaving 13,563 shares worth $714K. The position accounts for 0.17% of the portfolio, ranked #91.

Pinion Investment Advisors first reported a position in AMLP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Pinion Investment Advisors held 13,563 shares of Alerian MLP ETF worth $714K as of Q1 2026.
Pinion Investment Advisors sold 2,215 Alerian MLP ETF shares in Q1 2026, an estimated $113K.
Alerian MLP ETF made up 0.17% of Pinion Investment Advisors's portfolio in Q1 2026, its #91 holding.
Pinion Investment Advisors first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 8 quarters since.
Pinion Investment Advisors's Alerian MLP ETF position peaked at $1.6M in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.