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 Q2	$713K	Buy	13,744 +181	+1%	+$9.5K	0.14%	100
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 $1.89T 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

Pinion Investment Advisors's AMLP Position: Q2 2026 in Review

Pinion Investment Advisors increased its Alerian MLP ETF (AMLP) stake by 1.3% in Q2 2026, buying an estimated $9.5K and bringing the position to 13,744 shares worth $713K. The position accounts for 0.14% of the portfolio, ranked #100.

Pinion Investment Advisors first reported a position in AMLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q1 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Pinion Investment Advisors held 13,744 shares of Alerian MLP ETF worth $713K as of Q2 2026.
Pinion Investment Advisors bought 181 Alerian MLP ETF shares in Q2 2026, an estimated $9.5K.
Alerian MLP ETF made up 0.14% of Pinion Investment Advisors's portfolio in Q2 2026, its #100 holding.
Pinion Investment Advisors first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 9 quarters since.
Pinion Investment Advisors's Alerian MLP ETF position peaked at $1.6M in Q1 2025.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.