Root Financial Partners’s Alerian MLP ETF AMLP Stock Holding History

Root Financial 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	$5.47K	Hold	104	–	–	﹤0.01%	1916
2025 Q4	$4.89K	Buy	+104	New	+$4.87K	﹤0.01%	1772

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

Root Financial Partners's AMLP Position: Q1 2026 in Review

Root Financial Partners held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 104 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Root Financial Partners first reported a position in AMLP in Q4 2025 and has held it in 2 quarters since. 810 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Root Financial Partners held 104 shares of Alerian MLP ETF worth $5.47K as of Q1 2026.
Root Financial Partners left its Alerian MLP ETF share count unchanged in Q1 2026.
Alerian MLP ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1916 holding.
Root Financial Partners first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 2 quarters since.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.