Shikiar Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Shikiar Asset Management’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	$8.77M	Sell	169,155 -9,390	-5%	-$493K	2.22%	11
2026 Q1	$9.4M	Sell	178,545 -5,130	-3%	-$261K	2.71%	6
2025 Q4	$8.64M	Sell	183,675 -6,225	-3%	-$291K	2.15%	12
2025 Q3	$8.91M	Buy	189,900 +3,865	+2%	+$187K	2.24%	10
2025 Q2	$9.09M	Sell	186,035 -10,265	-5%	-$498K	2.53%	7
2025 Q1	$10.2M	Sell	196,300 -4,625	-2%	-$237K	3.04%	7
2024 Q4	$9.68M	Buy	200,925 +8,770	+5%	+$422K	2.56%	9
2024 Q3	$9.06M	Buy	192,155 +6,650	+4%	+$315K	2.38%	17
2024 Q2	$8.9M	Buy	185,505 +23,875	+15%	+$1.12M	2.38%	17
2024 Q1	$7.67M	Buy	161,630 +8,235	+5%	+$370K	2.24%	16
2023 Q4	$6.52M	Buy	153,395 +9,620	+7%	+$408K	2.02%	17
2023 Q3	$6.07M	Buy	143,775 +2,820	+2%	+$116K	2.11%	16
2023 Q2	$5.53M	Buy	140,955 +410	+0.3%	+$15.9K	1.78%	18
2023 Q1	$5.43M	Buy	+140,545	New	+$5.51M	1.93%	18
2022 Q3	$5.01M	Buy	137,175 +2,190	+2%	+$83.3K	2.02%	15
2022 Q2	$4.65M	Buy	134,985 +385	+0.3%	+$14.8K	1.79%	18
2022 Q1	$5.16M	Sell	134,600 -13,900	-9%	-$511K	1.46%	21
2021 Q4	$4.86M	Buy	148,500 +3,825	+3%	+$130K	1.24%	23
2021 Q3	$4.82M	Buy	144,675 +14,100	+11%	+$471K	1.36%	25
2021 Q2	$4.75M	Buy	130,575 +14,900	+13%	+$511K	1.34%	26
2021 Q1	$3.53M	Buy	115,675 +107,675	+1,346%	+$3.14M	1.19%	28
2020 Q4	$205K	Buy	+8,000	New	+$192K	0.07%	78

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Shikiar Asset Management's AMLP Position: Q2 2026 in Review

Shikiar Asset Management reduced its Alerian MLP ETF (AMLP) stake by 5.3% in Q2 2026, selling an estimated $493K and leaving 169,155 shares worth $8.77M. The position accounts for 2.22% of the portfolio, ranked #11.

Shikiar Asset Management first reported a position in AMLP in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.2M in Q1 2025. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Shikiar Asset Management held 169,155 shares of Alerian MLP ETF worth $8.77M as of Q2 2026.
Shikiar Asset Management sold 9,390 Alerian MLP ETF shares in Q2 2026, an estimated $493K.
Alerian MLP ETF made up 2.22% of Shikiar Asset Management's portfolio in Q2 2026, its #11 holding.
Shikiar Asset Management first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 22 quarters since.
Shikiar Asset Management's Alerian MLP ETF position peaked at $10.2M in Q1 2025.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.