Prepared Retirement Institute’s Alerian MLP ETF AMLP Stock Holding History

Prepared Retirement Institute’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	$436K	Buy	8,413 +203	+2%	+$10.7K	0.19%	58
2026 Q1	$432K	Sell	8,210 -643	-7%	-$32.7K	0.21%	54
2025 Q4	$416K	Buy	8,853 +28	+0.3%	+$1.31K	0.21%	56
2025 Q3	$414K	Buy	8,825 +3,407	+63%	+$165K	0.22%	50
2025 Q2	$265K	Sell	5,418 -1,661	-23%	-$80.5K	0.16%	74
2025 Q1	$368K	Sell	7,079 -1,771	-20%	-$90.9K	0.23%	47
2024 Q4	$426K	Buy	8,850 +8	+0.1%	+$385	0.24%	42
2024 Q3	$417K	Sell	8,842 -2,888	-25%	-$137K	0.25%	42
2024 Q2	$563K	Buy	11,730 +7	+0.1%	+$327	0.37%	31
2024 Q1	$556K	Sell	11,723 -3,595	-23%	-$161K	0.42%	28
2023 Q4	$651K	Buy	+15,318	New	+$650K	0.49%	28

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

Prepared Retirement Institute's AMLP Position: Q2 2026 in Review

Prepared Retirement Institute increased its Alerian MLP ETF (AMLP) stake by 2.5% in Q2 2026, buying an estimated $10.7K and bringing the position to 8,413 shares worth $436K. The position accounts for 0.19% of the portfolio, ranked #58.

Prepared Retirement Institute first reported a position in AMLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $651K in Q4 2023. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Prepared Retirement Institute held 8,413 shares of Alerian MLP ETF worth $436K as of Q2 2026.
Prepared Retirement Institute bought 203 Alerian MLP ETF shares in Q2 2026, an estimated $10.7K.
Alerian MLP ETF made up 0.19% of Prepared Retirement Institute's portfolio in Q2 2026, its #58 holding.
Prepared Retirement Institute first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's Alerian MLP ETF position peaked at $651K in Q4 2023.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.