Shikiar Asset Management
AMLP icon

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
Q3 		$8.6M Sell
165,825
-3,330
-2% -$181K 2.16% 10
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 		$9.7M 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 		$5.02M 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

AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Shikiar Asset Management's AMLP Position: Q3 2026 in Review

Shikiar Asset Management reduced its Alerian MLP ETF (AMLP) stake by 2% in Q3 2026, selling an estimated $181K and leaving 165,825 shares worth $8.6M. The position accounts for 2.16% of the portfolio, ranked #10.

Shikiar Asset Management first reported a position in AMLP in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q1 2025. 474 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Shikiar Asset Management held 165,825 shares of Alerian MLP ETF worth $8.6M as of Q3 2026.
  • Shikiar Asset Management sold 3,330 Alerian MLP ETF shares in Q3 2026, an estimated $181K.
  • Alerian MLP ETF made up 2.16% of Shikiar Asset Management's portfolio in Q3 2026, its #10 holding.
  • Shikiar Asset Management first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 23 quarters since.
  • Shikiar Asset Management's Alerian MLP ETF position peaked at $10.2M in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Shikiar Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.