Shepherd Kaplan Krochuk’s Alerian MLP ETF AMLP Stock Holding History

Shepherd Kaplan Krochuk’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	$503K	Buy	9,562 +159	+2%	+$8.1K	0.42%	48
2025 Q4	$442K	Sell	9,403 -1,463	-13%	-$68.5K	0.37%	50
2025 Q3	$510K	Buy	10,866 +237	+2%	+$11.5K	0.42%	47
2025 Q2	$519K	Buy	10,629 +1,996	+23%	+$96.8K	0.45%	47
2025 Q1	$448K	Buy	8,633 +1,285	+17%	+$66K	0.38%	52
2024 Q4	$354K	Sell	7,348 -55,084	-88%	-$2.65M	0.3%	43
2024 Q3	$2.94M	Buy	62,432 +141	+0.2%	+$6.67K	2.22%	17
2024 Q2	$2.99M	Buy	62,291 +2,335	+4%	+$109K	2.36%	17
2024 Q1	$2.85M	Buy	59,956 +3,319	+6%	+$149K	2.27%	17
2023 Q4	$2.41M	Hold	56,637	–	–	1.96%	19
2023 Q3	$2.39M	Buy	56,637 +16,710	+42%	+$686K	2.08%	18
2023 Q2	$1.57M	Hold	39,927	–	–	1.24%	22
2023 Q1	$1.54M	Hold	39,927	–	–	1.36%	22
2022 Q4	$1.52M	Buy	+39,927	New	+$1.57M	0.9%	31
2020 Q1	–	Sell	-10,962	Closed	-$466K	–	137
2019 Q4	$466K	Sell	10,962 -44,053	-80%	-$1.85M	0.35%	101
2019 Q3	$2.51M	Buy	55,015 +1,367	+3%	+$64.7K	1.84%	5
2019 Q2	$2.64M	Buy	53,648 +137	+0.3%	+$6.78K	1.87%	5
2019 Q1	$2.68M	Buy	53,511 +459	+0.9%	+$22.5K	1.67%	6
2018 Q4	$2.32M	Buy	53,052 +43,891	+479%	+$2.15M	1.59%	8
2018 Q3	$489K	Buy	9,161 +6,002	+190%	+$324K	0.25%	111
2018 Q2	$160K	Sell	3,159 -633	-17%	-$32.1K	0.1%	175
2018 Q1	$178K	Sell	3,792 -6,844	-64%	-$366K	0.11%	195
2017 Q4	$574K	Buy	+10,636	New	+$569K	0.36%	82

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

Shepherd Kaplan Krochuk's AMLP Position: Q1 2026 in Review

Shepherd Kaplan Krochuk increased its Alerian MLP ETF (AMLP) stake by 1.7% in Q1 2026, buying an estimated $8.1K and bringing the position to 9,562 shares worth $503K. The position accounts for 0.42% of the portfolio, ranked #48.

Shepherd Kaplan Krochuk first reported a position in AMLP in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.99M in Q2 2024. 810 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Shepherd Kaplan Krochuk held 9,562 shares of Alerian MLP ETF worth $503K as of Q1 2026.
Shepherd Kaplan Krochuk bought 159 Alerian MLP ETF shares in Q1 2026, an estimated $8.1K.
Alerian MLP ETF made up 0.42% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #48 holding.
Shepherd Kaplan Krochuk first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 23 quarters since.
Shepherd Kaplan Krochuk's Alerian MLP ETF position peaked at $2.99M in Q2 2024.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.