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Savvy Advisors Inc’s Alerian MLP ETF AMLP Stock Holding History

Savvy Advisors Inc’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 		$563K Buy
10,698
+5,374
+101% +$274K 0.02% 621
2025
Q4 		$250K Buy
5,324
+785
+17% +$36.7K 0.01% 852
2025
Q3 		$213K Buy
+4,539
New +$219K 0.01% 766

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

Savvy Advisors Inc's AMLP Position: Q1 2026 in Review

Savvy Advisors Inc increased its Alerian MLP ETF (AMLP) stake by 101% in Q1 2026, buying an estimated $274K and bringing the position to 10,698 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #621.

Savvy Advisors Inc first reported a position in AMLP in Q3 2025 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Savvy Advisors Inc held 10,698 shares of Alerian MLP ETF worth $563K as of Q1 2026.
  • Savvy Advisors Inc bought 5,374 Alerian MLP ETF shares in Q1 2026, an estimated $274K.
  • Alerian MLP ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #621 holding.
  • Savvy Advisors Inc first reported a position in Alerian MLP ETF in Q3 2025 and has held it in 3 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.