Sierra Capital’s Alerian MLP ETF AMLP Stock Holding History

Sierra Capital’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	$2.42M	Sell	45,889 -420	-0.9%	-$21.4K	0.26%	80
2025 Q4	$2.18M	Sell	46,309 -4,179	-8%	-$196K	0.23%	83
2025 Q3	$2.37M	Buy	50,488 +6,807	+16%	+$329K	0.26%	85
2025 Q2	$2.13M	Buy	43,681 +3,790	+10%	+$184K	0.25%	90
2025 Q1	$2.07M	Buy	39,891 +3,066	+8%	+$157K	0.25%	85
2024 Q4	$1.77M	Sell	36,825 -1,675	-4%	-$80.5K	0.21%	95
2024 Q3	$1.81M	Sell	38,500 -11,472	-23%	-$543K	0.22%	95
2024 Q2	$2.4M	Buy	49,972 +5,236	+12%	+$245K	0.32%	74
2024 Q1	$2.12M	Buy	44,736 +496	+1%	+$22.3K	0.28%	81
2023 Q4	$1.88M	Buy	44,240 +4,206	+11%	+$178K	0.28%	83
2023 Q3	$1.69M	Buy	40,034 +552	+1%	+$22.7K	0.27%	80
2023 Q2	$1.55M	Buy	39,482 +3,973	+11%	+$154K	0.25%	87
2023 Q1	$1.37M	Buy	35,509 +9,457	+36%	+$371K	0.22%	90
2022 Q4	$992K	Buy	26,052 +6,561	+34%	+$258K	0.17%	102
2022 Q3	$713K	Buy	19,491 +7,757	+66%	+$295K	0.13%	111
2022 Q2	$404K	Buy	11,734 +2,689	+30%	+$103K	0.07%	139
2022 Q1	$346K	Buy	+9,045	New	+$333K	0.05%	162

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

Sierra Capital's AMLP Position: Q1 2026 in Review

Sierra Capital reduced its Alerian MLP ETF (AMLP) stake by 0.91% in Q1 2026, selling an estimated $21.4K and leaving 45,889 shares worth $2.42M. The position accounts for 0.26% of the portfolio, ranked #80.

Sierra Capital first reported a position in AMLP in Q1 2022 and has held it in 17 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Sierra Capital held 45,889 shares of Alerian MLP ETF worth $2.42M as of Q1 2026.
Sierra Capital sold 420 Alerian MLP ETF shares in Q1 2026, an estimated $21.4K.
Alerian MLP ETF made up 0.26% of Sierra Capital's portfolio in Q1 2026, its #80 holding.
Sierra Capital first reported a position in Alerian MLP ETF in Q1 2022 and has held it in 17 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.