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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
Q2 		$456K Sell
8,804
-762
-8% -$40K 0.19% 65
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

STAR Financial Bank's AMLP Position: Q2 2026 in Review

STAR Financial Bank reduced its Alerian MLP ETF (AMLP) stake by 8% in Q2 2026, selling an estimated $40K and leaving 8,804 shares worth $456K. The position accounts for 0.19% of the portfolio, ranked #65.

STAR Financial Bank first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $772K in Q4 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • STAR Financial Bank held 8,804 shares of Alerian MLP ETF worth $456K as of Q2 2026.
  • STAR Financial Bank sold 762 Alerian MLP ETF shares in Q2 2026, an estimated $40K.
  • Alerian MLP ETF made up 0.19% of STAR Financial Bank's portfolio in Q2 2026, its #65 holding.
  • STAR Financial Bank first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
  • STAR Financial Bank's Alerian MLP ETF position peaked at $772K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.