SA
AMLP icon

SAM Advisors’s Alerian MLP ETF AMLP Stock Holding History

SAM Advisors’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 		$3.48M Buy
66,159
+1,448
+2% +$73.7K 1.09% 19
2025
Q4 		$3.04M Buy
64,711
+4,706
+8% +$220K 0.96% 19
2025
Q3 		$2.82M Buy
60,005
+2,481
+4% +$120K 0.91% 19
2025
Q2 		$2.81M Buy
57,524
+3,323
+6% +$161K 0.97% 18
2025
Q1 		$2.82M Sell
54,201
-118
-0.2% -$6.06K 1.05% 19
2024
Q4 		$2.61M Buy
+54,319
New +$2.61M 0.95% 19

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

SAM Advisors's AMLP Position: Q1 2026 in Review

SAM Advisors increased its Alerian MLP ETF (AMLP) stake by 2.2% in Q1 2026, buying an estimated $73.7K and bringing the position to 66,159 shares worth $3.48M. The position accounts for 1.09% of the portfolio, ranked #19.

SAM Advisors first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • SAM Advisors held 66,159 shares of Alerian MLP ETF worth $3.48M as of Q1 2026.
  • SAM Advisors bought 1,448 Alerian MLP ETF shares in Q1 2026, an estimated $73.7K.
  • Alerian MLP ETF made up 1.09% of SAM Advisors's portfolio in Q1 2026, its #19 holding.
  • SAM Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on SAM Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.