PMG Family Office’s Alerian MLP ETF AMLP Stock Holding History

PMG Family Office’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	$321K	Hold	6,197	–	–	0.3%	83
2026 Q1	$326K	Hold	6,197	–	–	0.36%	78
2025 Q4	$291K	Sell	6,197 -1,673	-21%	-$78.3K	0.34%	82
2025 Q3	$369K	Buy	+7,870	New	+$381K	0.41%	76

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

PMG Family Office's AMLP Position: Q2 2026 in Review

PMG Family Office held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 6,197 shares worth $321K. The position accounts for 0.3% of the portfolio, ranked #83.

PMG Family Office first reported a position in AMLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q3 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

PMG Family Office held 6,197 shares of Alerian MLP ETF worth $321K as of Q2 2026.
PMG Family Office left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.3% of PMG Family Office's portfolio in Q2 2026, its #83 holding.
PMG Family Office first reported a position in Alerian MLP ETF in Q3 2025 and has held it in 4 quarters since.
PMG Family Office's Alerian MLP ETF position peaked at $369K in Q3 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.