Summer Road’s Alerian MLP ETF AMLP Stock Holding History

Summer Road’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	$79.3K	Buy	1,530 +6	+0.4%	+$315	0.05%	13
2026 Q1	$80.2K	Buy	1,524 +5	+0.3%	+$255	0.06%	11
2025 Q4	$71.4K	Buy	1,519 +6	+0.4%	+$281	0.05%	11
2025 Q3	$47.9K	Buy	1,513 +60	+4%	+$2.9K	0.03%	13
2025 Q2	$71.8K	Hold	1,453	–	–	0.05%	11
2025 Q1	$75.7K	Buy	1,453 +4	+0.3%	+$205	0.07%	10
2024 Q4	$69.6K	Buy	1,449 +7	+0.5%	+$336	0.06%	10
2024 Q3	$67.6K	Buy	1,442 +750	+108%	+$35.5K	0.05%	11
2024 Q2	$33.2K	Buy	+692	New	+$32.3K	0.03%	14

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

Summer Road's AMLP Position: Q2 2026 in Review

Summer Road increased its Alerian MLP ETF (AMLP) stake by 0.39% in Q2 2026, buying an estimated $315 and bringing the position to 1,530 shares worth $79.3K. The position accounts for 0.05% of the portfolio, ranked #13.

Summer Road first reported a position in AMLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $80.2K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Summer Road held 1,530 shares of Alerian MLP ETF worth $79.3K as of Q2 2026.
Summer Road bought 6 Alerian MLP ETF shares in Q2 2026, an estimated $315.
Alerian MLP ETF made up 0.05% of Summer Road's portfolio in Q2 2026, its #13 holding.
Summer Road first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 9 quarters since.
Summer Road's Alerian MLP ETF position peaked at $80.2K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Summer Road's 13F filing for Q2 2026, filed 10 Aug 2026.