Searle & Co’s Alerian MLP ETF AMLP Stock Holding History

Searle & Co’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	$225K	Hold	4,337	–	–	0.05%	185
2026 Q1	$228K	Hold	4,337	–	–	0.06%	181
2025 Q4	$204K	Hold	4,337	–	–	0.05%	182
2025 Q3	$204K	Hold	4,337	–	–	0.05%	181
2025 Q2	$212K	Hold	4,337	–	–	0.06%	172
2025 Q1	$225K	Hold	4,337	–	–	0.06%	164
2024 Q4	$209K	Buy	+4,337	New	+$208K	0.06%	167
2015 Q3	–	Sell	-220	Closed	-$17K	–	112
2015 Q2	$17K	Hold	220	–	–	0.01%	244
2015 Q1	$18K	Hold	220	–	–	0.02%	242
2014 Q4	$19K	Buy	+220	New	+$19.9K	0.02%	262

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

Searle & Co's AMLP Position: Q2 2026 in Review

Searle & Co held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 4,337 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #185.

Searle & Co first reported a position in AMLP in Q4 2014 and has held it in 10 quarters since. The position peaked at $228K in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Searle & Co held 4,337 shares of Alerian MLP ETF worth $225K as of Q2 2026.
Searle & Co left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.05% of Searle & Co's portfolio in Q2 2026, its #185 holding.
Searle & Co first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 10 quarters since.
Searle & Co's Alerian MLP ETF position peaked at $228K in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.