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Regency Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Regency Capital Management’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
-46,843
Closed -$2.2M – 64
2025
Q4 		$2.2M Sell
46,843
-73,860
-61% -$3.46M 0.92% 35
2025
Q3 		$5.66M Buy
120,703
+20,591
+21% +$996K 2.69% 11
2025
Q2 		$4.89M Buy
100,112
+1,442
+1% +$69.9K 2.57% 13
2025
Q1 		$5.12M Sell
98,670
-389
-0.4% -$20K 3.06% 11
2024
Q4 		$4.77M Buy
99,059
+880
+0.9% +$42.3K 2.58% 16
2024
Q3 		$4.63M Buy
98,179
+62,304
+174% +$2.95M 2.54% 19
2024
Q2 		$1.72M Buy
+35,875
New +$1.68M 1.11% 27

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Regency Capital Management's AMLP Position: Q1 2026 in Review

Regency Capital Management sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 46,843 shares — an estimated $2.2M sold.

Regency Capital Management first reported a position in AMLP in Q2 2024 and held it in 7 quarters. The position peaked at $5.66M in Q3 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Regency Capital Management reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Regency Capital Management sold 46,843 Alerian MLP ETF shares in Q1 2026, an estimated $2.2M.
  • Regency Capital Management first reported a position in Alerian MLP ETF in Q2 2024 and held it in 7 quarters.
  • Regency Capital Management's Alerian MLP ETF position peaked at $5.66M in Q3 2025.
  • 811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.