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Sterling Investment Advisors (Pennsylvania)’s Alerian MLP ETF AMLP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$6.7M Sell
129,258
-8,862
-6% -$465K 1.12% 25
2026
Q1 		$7.27M Buy
138,120
+12,500
+10% +$637K 1.32% 19
2025
Q4 		$5.91M Buy
125,620
+20,700
+20% +$969K 1.09% 24
2025
Q3 		$4.92M Buy
104,920
+13,492
+15% +$652K 0.96% 27
2025
Q2 		$4.47M Buy
91,428
+19,600
+27% +$950K 0.98% 30
2025
Q1 		$3.73M Buy
71,828
+13,169
+22% +$676K 0.9% 34
2024
Q4 		$2.83M Buy
58,659
+9,895
+20% +$476K 0.68% 48
2024
Q3 		$2.3M Buy
48,764
+801
+2% +$37.9K 0.58% 57
2024
Q2 		$2.3M Buy
47,963
+739
+2% +$34.5K 0.62% 53
2024
Q1 		$2.24M Buy
47,224
+89
+0.2% +$4K 0.63% 55
2023
Q4 		$2M Buy
47,135
+5,689
+14% +$241K 0.62% 53
2023
Q3 		$1.75M Buy
41,446
+2,339
+6% +$96K 0.61% 55
2023
Q2 		$1.53M Sell
39,107
-1,035
-3% -$40.1K 0.51% 60
2023
Q1 		$1.55M Sell
40,142
-35
-0.1% -$1.37K 0.52% 61
2022
Q4 		$1.53M Sell
40,177
-988
-2% -$38.8K 0.55% 55
2022
Q3 		$1.5M Buy
41,165
+1,862
+5% +$70.9K 0.56% 54
2022
Q2 		$1.35M Buy
39,303
+4,411
+13% +$169K 0.47% 62
2022
Q1 		$1.34M Buy
34,892
+3,112
+10% +$114K 0.38% 75
2021
Q4 		$1.04M Buy
31,780
+5,700
+22% +$193K 0.29% 83
2021
Q3 		$869K Buy
26,080
+300
+1% +$10K 0.26% 91
2021
Q2 		$939K Hold
25,780
– – 0.27% 86
2021
Q1 		$786K Buy
25,780
+7,280
+39% +$213K 0.25% 93
2020
Q4 		$475K Buy
18,500
+7,700
+71% +$185K 0.16% 100
2020
Q3 		$216K Hold
10,800
– – 0.08% 122
2020
Q2 		$266K Hold
10,800
– – 0.11% 111
2020
Q1 		$185K Buy
+10,800
New +$366K 0.1% 114
2017
Q3 		– Sell
-315
Closed -$19K – 345
2017
Q2 		$19K Buy
+315
New +$19.2K 0.01% 259

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

Sterling Investment Advisors (Pennsylvania)'s AMLP Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Alerian MLP ETF (AMLP) stake by 6.4% in Q2 2026, selling an estimated $465K and leaving 129,258 shares worth $6.7M. The position accounts for 1.12% of the portfolio, ranked #25.

Sterling Investment Advisors (Pennsylvania) first reported a position in AMLP in Q2 2017 and has held it in 27 quarters since. The position peaked at $7.27M in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 129,258 shares of Alerian MLP ETF worth $6.7M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 8,862 Alerian MLP ETF shares in Q2 2026, an estimated $465K.
  • Alerian MLP ETF made up 1.12% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #25 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Alerian MLP ETF in Q2 2017 and has held it in 27 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Alerian MLP ETF position peaked at $7.27M in Q1 2026.
  • 807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.