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

Smartleaf 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 Q1	$2.6M	Buy	48,752 +14,953	+44%	+$762K	0.09%	193
2025 Q4	$1.6M	Buy	33,799 +19,340	+134%	+$905K	0.06%	275
2025 Q3	$679K	Buy	14,459 +10,424	+258%	+$504K	0.04%	415
2025 Q2	$197K	Buy	4,035 +3,635	+909%	+$176K	0.02%	583
2025 Q1	$20.8K	Hold	400	–	–	﹤0.01%	1584
2024 Q4	$19.2K	Buy	+400	New	+$19.2K	﹤0.01%	1662

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

Smartleaf Asset Management's AMLP Position: Q1 2026 in Review

Smartleaf Asset Management increased its Alerian MLP ETF (AMLP) stake by 44% in Q1 2026, buying an estimated $762K and bringing the position to 48,752 shares worth $2.6M. The position accounts for 0.09% of the portfolio, ranked #193.

Smartleaf Asset Management first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Smartleaf Asset Management held 48,752 shares of Alerian MLP ETF worth $2.6M as of Q1 2026.
Smartleaf Asset Management bought 14,953 Alerian MLP ETF shares in Q1 2026, an estimated $762K.
Alerian MLP ETF made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #193 holding.
Smartleaf Asset Management first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.