Sanibel Captiva Trust Company’s Alerian MLP ETF AMLP Stock Holding History

Sanibel Captiva Trust Company’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	$415K	Sell	8,000 -71	-0.9%	-$3.73K	0.01%	357
2026 Q1	$425K	Buy	8,071 +71	+0.9%	+$3.62K	0.01%	332
2025 Q4	$376K	Hold	8,000	–	–	0.01%	329
2025 Q3	$375K	Hold	8,000	–	–	0.01%	333
2025 Q2	$391K	Hold	8,000	–	–	0.01%	318
2025 Q1	$416K	Hold	8,000	–	–	0.01%	298
2024 Q4	$385K	Sell	8,000 -2,000	-20%	-$96.1K	0.01%	307
2024 Q3	$471K	Buy	+10,000	New	+$473K	0.02%	280

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

Sanibel Captiva Trust Company's AMLP Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Alerian MLP ETF (AMLP) stake by 0.88% in Q2 2026, selling an estimated $3.73K and leaving 8,000 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #357.

Sanibel Captiva Trust Company first reported a position in AMLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $471K in Q3 2024. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Sanibel Captiva Trust Company held 8,000 shares of Alerian MLP ETF worth $415K as of Q2 2026.
Sanibel Captiva Trust Company sold 71 Alerian MLP ETF shares in Q2 2026, an estimated $3.73K.
Alerian MLP ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #357 holding.
Sanibel Captiva Trust Company first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 8 quarters since.
Sanibel Captiva Trust Company's Alerian MLP ETF position peaked at $471K in Q3 2024.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.