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Rothschild Investment LLC’s Alerian MLP ETF AMLP Stock Holding History

Rothschild Investment LLC’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
-500
Closed -$23.5K – 3608
2025
Q4 		$23.5K Hold
500
– – ﹤0.01% 1271
2025
Q3 		$23.5K Hold
500
– – ﹤0.01% 1194
2025
Q2 		$24.4K Hold
500
– – ﹤0.01% 973
2025
Q1 		$26K Hold
500
– – ﹤0.01% 929
2024
Q4 		$24.1K Buy
+500
New +$24K ﹤0.01% 955
2024
Q2 		– Sell
-1,096
Closed -$51.2K – 2809
2024
Q1 		$52K Hold
1,096
– – ﹤0.01% 719
2023
Q4 		$46.6K Buy
+1,096
New +$46.5K ﹤0.01% 669
2020
Q2 		– Sell
-2,827
Closed -$49K – 426
2020
Q1 		$49K Buy
+2,827
New +$95.8K 0.01% 417
2019
Q4 		– Sell
-6,767
Closed -$309K – 447
2019
Q3 		$309K Hold
6,767
– – 0.04% 308
2019
Q2 		$333K Sell
6,767
-553
-8% -$27.4K 0.04% 297
2019
Q1 		$367K Buy
7,320
+20
+0.3% +$981 0.04% 282
2018
Q4 		$319K Buy
7,300
+2,800
+62% +$137K 0.04% 280
2018
Q3 		$240K Buy
4,500
+1,040
+30% +$56.1K 0.03% 337
2018
Q2 		$175K Sell
3,460
-2,740
-44% -$139K 0.02% 356
2018
Q1 		$290K Buy
6,200
+3,540
+133% +$189K 0.04% 307
2017
Q4 		$144K Hold
2,660
– – 0.02% 393
2017
Q3 		$149K Hold
2,660
– – 0.02% 396
2017
Q2 		$159K Buy
2,660
+80
+3% +$4.88K 0.02% 432
2017
Q1 		$164K Buy
+2,580
New +$166K 0.02% 437

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 $8.43B 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 $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

Rothschild Investment LLC's AMLP Position: Q1 2026 in Review

Rothschild Investment LLC sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 500 shares — an estimated $23.5K sold.

Rothschild Investment LLC first reported a position in AMLP in Q1 2017 and held it in 19 quarters. The position peaked at $367K in Q1 2019. 813 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Rothschild Investment LLC reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 500 Alerian MLP ETF shares in Q1 2026, an estimated $23.5K.
  • Rothschild Investment LLC first reported a position in Alerian MLP ETF in Q1 2017 and held it in 19 quarters.
  • Rothschild Investment LLC's Alerian MLP ETF position peaked at $367K in Q1 2019.
  • 813 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.