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 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 $1.66T 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

Plan Group Financial's AMLP Position: Q1 2026 in Review

Plan Group Financial increased its Alerian MLP ETF (AMLP) stake by 24% in Q1 2026, buying an estimated $655K and bringing the position to 67,325 shares worth $3.54M. The position accounts for 0.83% of the portfolio, ranked #38.

Plan Group Financial first reported a position in AMLP in Q2 2025 and has held it in 4 quarters since. 810 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Plan Group Financial held 67,325 shares of Alerian MLP ETF worth $3.54M as of Q1 2026.
Plan Group Financial bought 12,861 Alerian MLP ETF shares in Q1 2026, an estimated $655K.
Alerian MLP ETF made up 0.83% of Plan Group Financial's portfolio in Q1 2026, its #38 holding.
Plan Group Financial first reported a position in Alerian MLP ETF in Q2 2025 and has held it in 4 quarters since.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.