Shulman DeMeo Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Shulman DeMeo 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	$400K	Sell	7,720 -272	-3%	-$14.3K	0.07%	91
2026 Q1	$421K	Buy	+7,992	New	+$407K	0.09%	81
2021 Q2	–	Sell	-11,924	Closed	-$364K	–	67
2021 Q1	$364K	Sell	11,924 -389	-3%	-$11.4K	0.1%	95
2020 Q4	$316K	Buy	12,313 +41	+0.3%	+$985	0.09%	101
2020 Q3	$245K	Sell	12,272 -457	-4%	-$10.6K	0.08%	96
2020 Q2	$314K	Buy	12,729 +106	+0.8%	+$2.6K	0.12%	79
2020 Q1	$217K	Sell	12,623 -771	-6%	-$26.1K	0.1%	84
2019 Q4	$569K	Buy	13,394 +98	+0.7%	+$4.11K	0.2%	55
2019 Q3	$608K	Buy	13,296 +82	+0.6%	+$3.88K	0.2%	53
2019 Q2	$651K	Buy	13,214 +75	+0.6%	+$3.71K	0.24%	44
2019 Q1	$659K	Buy	13,139 +203	+2%	+$9.95K	0.25%	45
2018 Q4	$565K	Buy	+12,936	New	+$635K	0.31%	30

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

Shulman DeMeo Asset Management's AMLP Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Alerian MLP ETF (AMLP) stake by 3.4% in Q2 2026, selling an estimated $14.3K and leaving 7,720 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #91.

Shulman DeMeo Asset Management first reported a position in AMLP in Q4 2018 and has held it in 12 quarters since. The position peaked at $659K in Q1 2019. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Shulman DeMeo Asset Management held 7,720 shares of Alerian MLP ETF worth $400K as of Q2 2026.
Shulman DeMeo Asset Management sold 272 Alerian MLP ETF shares in Q2 2026, an estimated $14.3K.
Alerian MLP ETF made up 0.07% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #91 holding.
Shulman DeMeo Asset Management first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 12 quarters since.
Shulman DeMeo Asset Management's Alerian MLP ETF position peaked at $659K in Q1 2019.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.