Private Advisory Group’s Alerian MLP ETF AMLP Stock Holding History

Private Advisory Group’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	–	Sell	-4,569	Closed	-$215K	–	278
2025 Q4	$215K	Buy	4,569 +45	+1%	+$2.11K	0.02%	241
2025 Q3	$212K	Buy	4,524 +239	+6%	+$11.6K	0.02%	212
2025 Q2	$209K	Sell	4,285 -39,114	-90%	-$1.9M	0.02%	200
2025 Q1	$2.25M	Sell	43,399 -47,954	-52%	-$2.46M	0.25%	80
2024 Q4	$4.4M	Buy	91,353 +86,981	+1,990%	+$4.18M	0.49%	53
2024 Q3	$206K	Buy	+4,372	New	+$207K	0.02%	191
2019 Q4	–	Sell	-186,832	Closed	-$8.54M	–	110
2019 Q3	$8.54M	Buy	+186,832	New	+$8.84M	3.75%	4
2018 Q2	–	Sell	-9,251	Closed	-$433K	–	123
2018 Q1	$433K	Buy	9,251 +1,499	+19%	+$80.1K	0.27%	74
2017 Q4	$418K	Buy	+7,752	New	+$415K	0.23%	90
2017 Q3	–	Sell	-4,380	Closed	-$262K	–	120
2017 Q2	$262K	Sell	4,380 -6,952	-61%	-$424K	0.16%	115
2017 Q1	$720K	Buy	11,332 +6,359	+128%	+$408K	0.48%	61
2016 Q4	$314K	Buy	+4,973	New	+$307K	0.22%	96

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

Private Advisory Group's AMLP Position: Q1 2026 in Review

Private Advisory Group sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 4,569 shares — an estimated $215K sold.

Private Advisory Group first reported a position in AMLP in Q4 2016 and held it in 12 quarters. The position peaked at $8.54M in Q3 2019. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Private Advisory Group reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 4,569 Alerian MLP ETF shares in Q1 2026, an estimated $215K.
Private Advisory Group first reported a position in Alerian MLP ETF in Q4 2016 and held it in 12 quarters.
Private Advisory Group's Alerian MLP ETF position peaked at $8.54M in Q3 2019.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.