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 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 $1.66T 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

Quartz Partners's AMLP Position: Q1 2026 in Review

Quartz Partners increased its Alerian MLP ETF (AMLP) stake by 26% in Q1 2026, buying an estimated $449K and bringing the position to 42,155 shares worth $2.22M. The position accounts for 0.86% of the portfolio, ranked #35.

Quartz Partners first reported a position in AMLP in Q3 2024 and has held it in 7 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Quartz Partners held 42,155 shares of Alerian MLP ETF worth $2.22M as of Q1 2026.
Quartz Partners bought 8,819 Alerian MLP ETF shares in Q1 2026, an estimated $449K.
Alerian MLP ETF made up 0.86% of Quartz Partners's portfolio in Q1 2026, its #35 holding.
Quartz Partners first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 7 quarters since.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.