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Retirement Planning Group (Kansas)’s Alerian MLP ETF AMLP Stock Holding History

Retirement Planning Group (Kansas)’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 		$659K Buy
12,709
+297
+2% +$15.6K 0.02% 277
2026
Q1 		$653K Sell
12,412
-54,928
-82% -$2.8M 0.02% 256
2025
Q4 		$3.17M Buy
67,340
+8,110
+14% +$380K 0.1% 88
2025
Q3 		$2.78M Buy
59,230
+31,333
+112% +$1.52M 0.1% 91
2025
Q2 		$1.36M Buy
27,897
+6,312
+29% +$306K 0.06% 117
2025
Q1 		$1.12M Buy
21,585
+8,997
+71% +$462K 0.05% 117
2024
Q4 		$606K Buy
12,588
+4,758
+61% +$229K 0.03% 173
2024
Q3 		$369K Buy
7,830
+218
+3% +$10.3K 0.02% 199
2024
Q2 		$365K Buy
7,612
+1,489
+24% +$69.6K 0.02% 181
2024
Q1 		$291K Buy
6,123
+210
+4% +$9.43K 0.02% 179
2023
Q4 		$251K Sell
5,913
-129
-2% -$5.47K 0.02% 162
2023
Q3 		$255K Sell
6,042
-294
-5% -$12.1K 0.03% 134
2023
Q2 		$248K Buy
6,336
+950
+18% +$36.8K 0.02% 144
2023
Q1 		$208K Buy
5,386
+10
+0.2% +$392 0.02% 139
2022
Q4 		$205K Buy
+5,376
New +$211K 0.02% 130

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Retirement Planning Group (Kansas)'s AMLP Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Alerian MLP ETF (AMLP) stake by 2.4% in Q2 2026, buying an estimated $15.6K and bringing the position to 12,709 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #277.

Retirement Planning Group (Kansas) first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.17M in Q4 2025. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Retirement Planning Group (Kansas) held 12,709 shares of Alerian MLP ETF worth $659K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 297 Alerian MLP ETF shares in Q2 2026, an estimated $15.6K.
  • Alerian MLP ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #277 holding.
  • Retirement Planning Group (Kansas) first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
  • Retirement Planning Group (Kansas)'s Alerian MLP ETF position peaked at $3.17M in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.