Summit Financial’s Alerian MLP ETF AMLP Stock Holding History

Summit Financial’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	$981K	Buy	18,637 +449	+2%	+$22.9K	0.01%	781
2025 Q4	$855K	Sell	18,188 -1,080	-6%	-$50.6K	0.01%	717
2025 Q3	$904K	Sell	19,268 -1,858	-9%	-$89.8K	0.01%	683
2025 Q2	$1.03M	Buy	21,126 +4,499	+27%	+$218K	0.02%	413
2025 Q1	$864K	Buy	16,627 +257	+2%	+$13.2K	0.02%	400
2024 Q4	$788K	Buy	16,370 +3,548	+28%	+$171K	0.03%	362
2024 Q3	$604K	Buy	12,822 +1,191	+10%	+$56.3K	0.02%	342
2024 Q2	$558K	Buy	11,631 +5,661	+95%	+$265K	0.03%	309
2024 Q1	$283K	Buy	+5,970	New	+$268K	0.02%	324
2020 Q1	–	Sell	-2,872	Closed	-$122K	–	44
2019 Q4	$122K	Buy	+2,872	New	+$121K	0.02%	46
2019 Q2	–	Sell	-4,961	Closed	-$249K	–	45
2019 Q1	$249K	Buy	+4,961	New	+$243K	0.04%	50

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Summit Financial's AMLP Position: Q1 2026 in Review

Summit Financial increased its Alerian MLP ETF (AMLP) stake by 2.5% in Q1 2026, buying an estimated $22.9K and bringing the position to 18,637 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #781.

Summit Financial first reported a position in AMLP in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Summit Financial held 18,637 shares of Alerian MLP ETF worth $981K as of Q1 2026.
Summit Financial bought 449 Alerian MLP ETF shares in Q1 2026, an estimated $22.9K.
Alerian MLP ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #781 holding.
Summit Financial first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 11 quarters since.
Summit Financial's Alerian MLP ETF position peaked at $1.03M in Q2 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.