Saxon Interests’s Alerian MLP ETF AMLP Stock Holding History

Saxon Interests’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	$537K	Buy	10,364 +362	+4%	+$19K	0.15%	148
2026 Q1	$527K	Sell	10,002 -972	-9%	-$49.5K	0.18%	136
2025 Q4	$516K	Buy	10,974 +982	+10%	+$46K	0.18%	114
2025 Q3	$487K	Sell	9,992 -1,137	-10%	-$55K	0.19%	106
2025 Q2	$578K	Hold	11,129	–	–	0.27%	84
2025 Q1	$578K	Sell	11,129 -3,713	-25%	-$191K	0.27%	84
2024 Q4	$715K	Sell	14,842 -10,045	-40%	-$483K	0.31%	73
2024 Q3	$1.17M	Buy	24,887 +363	+1%	+$17.2K	0.53%	53
2024 Q2	$1.18M	Buy	24,524 +517	+2%	+$24.2K	0.56%	47
2024 Q1	$1.14M	Buy	24,007 +3	+0%	+$135	0.54%	47
2023 Q4	$1.02M	Buy	+24,004	New	+$1.02M	0.51%	56
2023 Q3	–	Sell	-30,617	Closed	-$1.2M	–	63
2023 Q2	$1.2M	Sell	30,617 -687	-2%	-$26.6K	0.64%	46
2023 Q1	$1.21M	Buy	31,304 +3,118	+11%	+$122K	0.68%	40
2022 Q4	$1.11M	Sell	28,186 -839	-3%	-$33K	0.63%	41
2022 Q3	$1.12M	Buy	29,025 +1,065	+4%	+$40.5K	0.68%	35
2022 Q2	$963K	Buy	+27,960	New	+$1.07M	0.58%	47

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

Saxon Interests's AMLP Position: Q2 2026 in Review

Saxon Interests increased its Alerian MLP ETF (AMLP) stake by 3.6% in Q2 2026, buying an estimated $19K and bringing the position to 10,364 shares worth $537K. The position accounts for 0.15% of the portfolio, ranked #148.

Saxon Interests first reported a position in AMLP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q1 2023. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Saxon Interests held 10,364 shares of Alerian MLP ETF worth $537K as of Q2 2026.
Saxon Interests bought 362 Alerian MLP ETF shares in Q2 2026, an estimated $19K.
Alerian MLP ETF made up 0.15% of Saxon Interests's portfolio in Q2 2026, its #148 holding.
Saxon Interests first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 16 quarters since.
Saxon Interests's Alerian MLP ETF position peaked at $1.21M in Q1 2023.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.