Summit Investment Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Summit Investment Advisory Services’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	$426K	Buy	8,091 +103	+1%	+$5.25K	0.16%	46
2025 Q4	$376K	Buy	7,988 +644	+9%	+$30.1K	0.14%	51
2025 Q3	$345K	Buy	7,344 +102	+1%	+$4.93K	0.14%	49
2025 Q2	$354K	Buy	7,242 +100	+1%	+$4.85K	0.15%	47
2025 Q1	$371K	Buy	7,142 +91	+1%	+$4.67K	0.18%	46
2024 Q4	$340K	Buy	7,051 +94	+1%	+$4.52K	0.18%	48
2024 Q3	$328K	Buy	+6,957	New	+$329K	0.17%	51
2024 Q2	–	Sell	-6,766	Closed	-$321K	–	41
2024 Q1	$321K	Buy	6,766 +90	+1%	+$4.04K	0.19%	50
2023 Q4	$284K	Buy	6,676 +91	+1%	+$3.86K	0.18%	48
2023 Q3	$278K	Buy	6,585 +88	+1%	+$3.61K	0.21%	41
2023 Q2	$255K	Sell	6,497 -10	-0.2%	-$388	0.17%	46
2023 Q1	$252K	Sell	6,507 -517	-7%	-$20.3K	0.18%	43
2022 Q4	$267K	Buy	+7,024	New	+$276K	0.32%	40

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 Investment Advisory Services's AMLP Position: Q1 2026 in Review

Summit Investment Advisory Services increased its Alerian MLP ETF (AMLP) stake by 1.3% in Q1 2026, buying an estimated $5.25K and bringing the position to 8,091 shares worth $426K. The position accounts for 0.16% of the portfolio, ranked #46.

Summit Investment Advisory Services first reported a position in AMLP in Q4 2022 and has held it in 13 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Summit Investment Advisory Services held 8,091 shares of Alerian MLP ETF worth $426K as of Q1 2026.
Summit Investment Advisory Services bought 103 Alerian MLP ETF shares in Q1 2026, an estimated $5.25K.
Alerian MLP ETF made up 0.16% of Summit Investment Advisory Services's portfolio in Q1 2026, its #46 holding.
Summit Investment Advisory Services first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 13 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.