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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
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 $1.66T 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

Retirement Planning Group (Kansas)'s AMLP Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Alerian MLP ETF (AMLP) stake by 82% in Q1 2026, selling an estimated $2.8M and leaving 12,412 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #256.

Retirement Planning Group (Kansas) first reported a position in AMLP in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.17M in Q4 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Retirement Planning Group (Kansas) held 12,412 shares of Alerian MLP ETF worth $653K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 54,928 Alerian MLP ETF shares in Q1 2026, an estimated $2.8M.
  • Alerian MLP ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #256 holding.
  • Retirement Planning Group (Kansas) first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 14 quarters since.
  • Retirement Planning Group (Kansas)'s Alerian MLP ETF position peaked at $3.17M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.