Samalin Investment Counsel’s Alerian MLP ETF AMLP Stock Holding History

Samalin Investment Counsel’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	$3.83M	Buy	73,890 +9,520	+15%	+$500K	1.2%	17
2026 Q1	$3.39M	Buy	64,370 +12,352	+24%	+$629K	1.2%	14
2025 Q4	$2.45M	Buy	52,018 +8,945	+21%	+$419K	0.87%	25
2025 Q3	$2.02M	Buy	43,073 +1,822	+4%	+$88.1K	0.7%	30
2025 Q2	$2.02M	Buy	41,251 +1,340	+3%	+$65K	0.77%	26
2025 Q1	$2.07M	Sell	39,911 -3,756	-9%	-$193K	0.84%	24
2024 Q4	$2.1M	Buy	43,667 +7,059	+19%	+$339K	0.9%	23
2024 Q3	$1.73M	Buy	36,608 +11,948	+48%	+$565K	0.75%	28
2024 Q2	$1.18M	Buy	24,660 +9,289	+60%	+$434K	0.55%	40
2024 Q1	$730K	Buy	15,371 +780	+5%	+$35K	0.35%	81
2023 Q4	$620K	Sell	14,591 -13,374	-48%	-$567K	0.31%	99
2023 Q3	$1.18M	Sell	27,965 -7,167	-20%	-$294K	0.68%	34
2023 Q2	$1.38M	Sell	35,132 -3,937	-10%	-$153K	0.74%	33
2023 Q1	$1.51M	Sell	39,069 -3,703	-9%	-$145K	0.91%	26
2022 Q4	$1.63M	Sell	42,772 -3,007	-7%	-$118K	1.03%	19
2022 Q3	$1.67M	Sell	45,779 -1,701	-4%	-$64.7K	1.23%	14
2022 Q2	$1.64M	Buy	47,480 +1,301	+3%	+$49.9K	1.15%	15
2022 Q1	$1.77M	Sell	46,179 -5,160	-10%	-$190K	1.07%	16
2021 Q4	$1.68M	Sell	51,339 -826	-2%	-$28K	1.01%	17
2021 Q3	$1.74M	Buy	52,165 +3,029	+6%	+$101K	1.13%	14
2021 Q2	$1.79M	Sell	49,136 -4,717	-9%	-$162K	1.16%	13
2021 Q1	$1.64M	Buy	53,853 +1,771	+3%	+$51.7K	1.1%	18
2020 Q4	$1.34M	Buy	52,082 +13,886	+36%	+$334K	1%	18
2020 Q3	$763K	Sell	38,196 -8,699	-19%	-$201K	0.68%	33
2020 Q2	$1.16M	Buy	46,895 +9,904	+27%	+$243K	1.21%	17
2020 Q1	$636K	Buy	36,991 +7,662	+26%	+$260K	0.85%	30
2019 Q4	$1.25M	Buy	+29,329	New	+$1.23M	1.05%	15

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Samalin Investment Counsel's AMLP Position: Q2 2026 in Review

Samalin Investment Counsel increased its Alerian MLP ETF (AMLP) stake by 15% in Q2 2026, buying an estimated $500K and bringing the position to 73,890 shares worth $3.83M. The position accounts for 1.2% of the portfolio, ranked #17.

Samalin Investment Counsel first reported a position in AMLP in Q4 2019 and has held it in 27 quarters since. 340 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Samalin Investment Counsel held 73,890 shares of Alerian MLP ETF worth $3.83M as of Q2 2026.
Samalin Investment Counsel bought 9,520 Alerian MLP ETF shares in Q2 2026, an estimated $500K.
Alerian MLP ETF made up 1.2% of Samalin Investment Counsel's portfolio in Q2 2026, its #17 holding.
Samalin Investment Counsel first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 27 quarters since.
340 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.