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Sacks & Associates’s Alerian MLP ETF AMLP Stock Holding History

Sacks & Associates’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 		$4.65M Buy
84,244
+1,158
+1% +$60.8K 3.13% 10
2026
Q1 		$4.37M Sell
83,086
-265
-0.3% -$13.5K 3.25% 8
2025
Q4 		$3.92M Buy
+83,351
New +$3.9M 2.88% 11

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

Sacks & Associates's AMLP Position: Q2 2026 in Review

Sacks & Associates increased its Alerian MLP ETF (AMLP) stake by 1.4% in Q2 2026, buying an estimated $60.8K and bringing the position to 84,244 shares worth $4.65M. The position accounts for 3.13% of the portfolio, ranked #10.

Sacks & Associates first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Sacks & Associates held 84,244 shares of Alerian MLP ETF worth $4.65M as of Q2 2026.
  • Sacks & Associates bought 1,158 Alerian MLP ETF shares in Q2 2026, an estimated $60.8K.
  • Alerian MLP ETF made up 3.13% of Sacks & Associates's portfolio in Q2 2026, its #10 holding.
  • Sacks & Associates first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.