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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Searle & Co's AMLP Position: Q1 2026 in Review

Searle & Co held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 4,337 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #181.

Searle & Co first reported a position in AMLP in Q4 2014 and has held it in 9 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Searle & Co held 4,337 shares of Alerian MLP ETF worth $228K as of Q1 2026.
Searle & Co left its Alerian MLP ETF share count unchanged in Q1 2026.
Alerian MLP ETF made up 0.06% of Searle & Co's portfolio in Q1 2026, its #181 holding.
Searle & Co first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 9 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.