Quartz Partners’s Alerian MLP ETF AMLP Stock Holding History

Quartz Partners’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	$2.33M	Buy	44,971 +2,816	+7%	+$148K	0.76%	37
2026 Q1	$2.22M	Buy	42,155 +8,819	+26%	+$449K	0.86%	35
2025 Q4	$1.57M	Buy	33,336 +5,365	+19%	+$251K	0.58%	42
2025 Q3	$1.31M	Sell	27,971 -13,176	-32%	-$637K	0.48%	49
2025 Q2	$2.01M	Buy	41,147 +9,149	+29%	+$444K	0.92%	31
2025 Q1	$1.66M	Buy	31,998 +5,776	+22%	+$297K	1.01%	30
2024 Q4	$1.26M	Sell	26,222 -728	-3%	-$35K	0.77%	39
2024 Q3	$1.27M	Buy	+26,950	New	+$1.27M	0.8%	38

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

Quartz Partners's AMLP Position: Q2 2026 in Review

Quartz Partners increased its Alerian MLP ETF (AMLP) stake by 6.7% in Q2 2026, buying an estimated $148K and bringing the position to 44,971 shares worth $2.33M. The position accounts for 0.76% of the portfolio, ranked #37.

Quartz Partners first reported a position in AMLP in Q3 2024 and has held it in 8 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Quartz Partners held 44,971 shares of Alerian MLP ETF worth $2.33M as of Q2 2026.
Quartz Partners bought 2,816 Alerian MLP ETF shares in Q2 2026, an estimated $148K.
Alerian MLP ETF made up 0.76% of Quartz Partners's portfolio in Q2 2026, its #37 holding.
Quartz Partners first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 8 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.