Sterling Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Sterling Investment 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 Q2	$4.94M	Sell	95,348 -2,649	-3%	-$139K	2.71%	14
2026 Q1	$5.16M	Sell	97,997 -2,726	-3%	-$139K	3.09%	10
2025 Q4	$4.74M	Sell	100,723 -759	-0.7%	-$35.5K	2.69%	12
2025 Q3	$4.76M	Buy	101,482 +35,800	+55%	+$1.73M	2.86%	9
2025 Q2	$3.21M	Buy	65,682 +17,466	+36%	+$847K	2.12%	17
2025 Q1	$2.5M	Buy	48,216 +17,092	+55%	+$878K	1.78%	21
2024 Q4	$1.5M	Buy	31,124 +9,502	+44%	+$457K	1.18%	31
2024 Q3	$1.02M	Sell	21,622 -1,698	-7%	-$80.3K	0.77%	35
2024 Q2	$1.12M	Sell	23,320 -1,099	-5%	-$51.4K	0.85%	37
2024 Q1	$1.16M	Buy	24,419 +1,210	+5%	+$54.4K	0.82%	36
2023 Q4	$987K	Sell	23,209 -596	-3%	-$25.3K	0.72%	42
2023 Q3	$1M	Sell	23,805 -485	-2%	-$19.9K	0.89%	37
2023 Q2	$952K	Sell	24,290 -362	-1%	-$14K	0.76%	44
2023 Q1	$953K	Sell	24,652 -429	-2%	-$16.8K	0.76%	44
2022 Q4	$955K	Sell	25,081 -1,994	-7%	-$78.4K	0.77%	43
2022 Q3	$990K	Buy	+27,075	New	+$1.03M	0.83%	40

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sterling Investment Management's AMLP Position: Q2 2026 in Review

Sterling Investment Management reduced its Alerian MLP ETF (AMLP) stake by 2.7% in Q2 2026, selling an estimated $139K and leaving 95,348 shares worth $4.94M. The position accounts for 2.71% of the portfolio, ranked #14.

Sterling Investment Management first reported a position in AMLP in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.16M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Sterling Investment Management held 95,348 shares of Alerian MLP ETF worth $4.94M as of Q2 2026.
Sterling Investment Management sold 2,649 Alerian MLP ETF shares in Q2 2026, an estimated $139K.
Alerian MLP ETF made up 2.71% of Sterling Investment Management's portfolio in Q2 2026, its #14 holding.
Sterling Investment Management first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 16 quarters since.
Sterling Investment Management's Alerian MLP ETF position peaked at $5.16M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.