Plan Group Financial’s Alerian MLP ETF AMLP Stock Holding History

Plan Group Financial’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	$4.73M	Buy	91,225 +23,900	+35%	+$1.25M	0.97%	30
2026 Q1	$3.54M	Buy	67,325 +12,861	+24%	+$655K	0.83%	38
2025 Q4	$2.56M	Buy	54,464 +8,237	+18%	+$386K	0.66%	43
2025 Q3	$2.17M	Buy	46,227 +13,655	+42%	+$660K	0.58%	57
2025 Q2	$1.59M	Buy	+32,572	New	+$1.58M	0.52%	64

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

Plan Group Financial's AMLP Position: Q2 2026 in Review

Plan Group Financial increased its Alerian MLP ETF (AMLP) stake by 35% in Q2 2026, buying an estimated $1.25M and bringing the position to 91,225 shares worth $4.73M. The position accounts for 0.97% of the portfolio, ranked #30.

Plan Group Financial first reported a position in AMLP in Q2 2025 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Plan Group Financial held 91,225 shares of Alerian MLP ETF worth $4.73M as of Q2 2026.
Plan Group Financial bought 23,900 Alerian MLP ETF shares in Q2 2026, an estimated $1.25M.
Alerian MLP ETF made up 0.97% of Plan Group Financial's portfolio in Q2 2026, its #30 holding.
Plan Group Financial first reported a position in Alerian MLP ETF in Q2 2025 and has held it in 5 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.