Savant Capital’s Alerian MLP ETF AMLP Stock Holding History

Savant Capital’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	$2.01M	Buy	38,579 +1,256	+3%	+$65.9K	0.01%	616
2026 Q1	$1.96M	Hold	37,323	–	–	0.01%	428
2025 Q4	$1.75M	Buy	37,323 +11,393	+44%	+$533K	0.01%	424
2025 Q3	$1.22M	Hold	25,930	–	–	0.01%	509
2025 Q2	$1.27M	Buy	25,930 +5	+0%	+$242	0.01%	452
2025 Q1	$1.35M	Sell	25,925 -246	-0.9%	-$12.6K	0.01%	411
2024 Q4	$1.26M	Buy	26,171 +255	+1%	+$12.3K	0.01%	571
2024 Q3	$1.22M	Sell	25,916 -5	-0%	-$236	0.01%	574
2024 Q2	$1.24M	Buy	25,921 +114	+0.4%	+$5.33K	0.01%	522
2024 Q1	$1.22M	Sell	25,807 -895	-3%	-$40.2K	0.01%	488
2023 Q4	$1.14M	Sell	26,702 -246	-0.9%	-$10.4K	0.01%	392
2023 Q3	$1.14M	Sell	26,948 -5,494	-17%	-$225K	0.02%	362
2023 Q2	$1.27M	Sell	32,442 -1,980	-6%	-$76.8K	0.02%	330
2023 Q1	$1.33M	Buy	34,422 +534	+2%	+$20.9K	0.02%	283
2022 Q4	$1.19M	Buy	33,888 +1,719	+5%	+$67.6K	0.03%	240
2022 Q3	$1.18M	Sell	32,169 -876	-3%	-$33.3K	0.04%	210
2022 Q2	$1.14M	Sell	33,045 -1,000	-3%	-$38.4K	0.03%	215
2022 Q1	$1.3M	Sell	34,045 -2,406	-7%	-$88.5K	0.04%	208
2021 Q4	$1.19M	Sell	36,451 -3,868	-10%	-$131K	0.04%	218
2021 Q3	$1.34M	Hold	40,319	–	–	0.05%	191
2021 Q2	$1.47M	Buy	40,319 +500	+1%	+$17.2K	0.06%	166
2021 Q1	$1.21M	Hold	39,819	–	–	0.07%	174
2020 Q4	$1.02M	Sell	39,819 -22,092	-36%	-$531K	0.06%	187
2020 Q3	$1.24M	Sell	61,911 -15,763	-20%	-$365K	0.08%	151
2020 Q2	$1.92M	Buy	77,674 +61,770	+388%	+$1.51M	0.15%	114
2020 Q1	$274K	Buy	+15,904	New	+$539K	0.03%	308

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

Savant Capital's AMLP Position: Q2 2026 in Review

Savant Capital increased its Alerian MLP ETF (AMLP) stake by 3.4% in Q2 2026, buying an estimated $65.9K and bringing the position to 38,579 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #616.

Savant Capital first reported a position in AMLP in Q1 2020 and has held it in 26 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Savant Capital held 38,579 shares of Alerian MLP ETF worth $2.01M as of Q2 2026.
Savant Capital bought 1,256 Alerian MLP ETF shares in Q2 2026, an estimated $65.9K.
Alerian MLP ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #616 holding.
Savant Capital first reported a position in Alerian MLP ETF in Q1 2020 and has held it in 26 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.