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 Q2	$3.55M	Buy	68,490 +2,331	+4%	+$122K	0.97%	20
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SAM Advisors's AMLP Position: Q2 2026 in Review

SAM Advisors increased its Alerian MLP ETF (AMLP) stake by 3.5% in Q2 2026, buying an estimated $122K and bringing the position to 68,490 shares worth $3.55M. The position accounts for 0.97% of the portfolio, ranked #20.

SAM Advisors first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

SAM Advisors held 68,490 shares of Alerian MLP ETF worth $3.55M as of Q2 2026.
SAM Advisors bought 2,331 Alerian MLP ETF shares in Q2 2026, an estimated $122K.
Alerian MLP ETF made up 0.97% of SAM Advisors's portfolio in Q2 2026, its #20 holding.
SAM Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on SAM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.