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

Smithbridge 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	$316K	Sell	6,000 -7,458	-55%	-$380K	0.05%	160
2025 Q4	$633K	Buy	13,458 +5,083	+61%	+$238K	0.05%	136
2025 Q3	$393K	Hold	8,375	–	–	0.06%	128
2025 Q2	$409K	Sell	8,375 -7,152	-46%	-$347K	0.07%	103
2025 Q1	$806K	Buy	+15,527	New	+$797K	0.15%	94
2024 Q3	$780K	Hold	16,540	–	–	0.13%	106
2024 Q2	$794K	Buy	16,540 +8	+0%	+$374	0.16%	96
2024 Q1	$785K	Sell	16,532 -889	-5%	-$39.9K	0.16%	97
2023 Q4	$741K	Sell	17,421 -157	-0.9%	-$6.66K	0.17%	100
2023 Q3	$742K	Sell	17,578 -299	-2%	-$12.3K	0.18%	98
2023 Q2	$701K	Sell	17,877 -921	-5%	-$35.7K	0.16%	103
2023 Q1	$727K	Sell	18,798 -6,099	-24%	-$239K	0.18%	100
2022 Q4	$948K	Buy	24,897 +2,000	+9%	+$78.6K	0.25%	87
2022 Q3	$837K	Buy	22,897 +2,538	+12%	+$96.6K	0.34%	69
2022 Q2	$701K	Sell	20,359 -444	-2%	-$17K	0.27%	72
2022 Q1	$797K	Hold	20,803	–	–	0.26%	70
2021 Q4	$681K	Sell	20,803 -15	-0.1%	-$508	0.21%	74
2021 Q3	$694K	Buy	20,818 +2,935	+16%	+$98K	0.23%	74
2021 Q2	$651K	Buy	+17,883	New	+$614K	0.21%	77

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

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

Smithbridge Asset Management reduced its Alerian MLP ETF (AMLP) stake by 55% in Q1 2026, selling an estimated $380K and leaving 6,000 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #160.

Smithbridge Asset Management first reported a position in AMLP in Q2 2021 and has held it in 19 quarters since. The position peaked at $948K in Q4 2022. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Smithbridge Asset Management held 6,000 shares of Alerian MLP ETF worth $316K as of Q1 2026.
Smithbridge Asset Management sold 7,458 Alerian MLP ETF shares in Q1 2026, an estimated $380K.
Alerian MLP ETF made up 0.05% of Smithbridge Asset Management's portfolio in Q1 2026, its #160 holding.
Smithbridge Asset Management first reported a position in Alerian MLP ETF in Q2 2021 and has held it in 19 quarters since.
Smithbridge Asset Management's Alerian MLP ETF position peaked at $948K in Q4 2022.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.