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STAR Financial Bank’s Alerian MLP ETF AMLP Stock Holding History

STAR Financial Bank’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 		$504K Sell
9,566
-6,860
-42% -$349K 0.24% 55
2025
Q4 		$772K Buy
16,426
+722
+5% +$33.8K 0.39% 41
2025
Q3 		$737K Buy
15,704
+267
+2% +$12.9K 0.44% 45
2025
Q2 		$754K Buy
15,437
+6,648
+76% +$322K 0.48% 46
2025
Q1 		$457K Hold
8,789
– – 0.33% 66
2024
Q4 		$423K Buy
+8,789
New +$422K 0.3% 66

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

STAR Financial Bank's AMLP Position: Q1 2026 in Review

STAR Financial Bank reduced its Alerian MLP ETF (AMLP) stake by 42% in Q1 2026, selling an estimated $349K and leaving 9,566 shares worth $504K. The position accounts for 0.24% of the portfolio, ranked #55.

STAR Financial Bank first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $772K in Q4 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • STAR Financial Bank held 9,566 shares of Alerian MLP ETF worth $504K as of Q1 2026.
  • STAR Financial Bank sold 6,860 Alerian MLP ETF shares in Q1 2026, an estimated $349K.
  • Alerian MLP ETF made up 0.24% of STAR Financial Bank's portfolio in Q1 2026, its #55 holding.
  • STAR Financial Bank first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
  • STAR Financial Bank's Alerian MLP ETF position peaked at $772K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.