Summit Securities Group’s Alerian MLP ETF AMLP Stock Holding History

Summit Securities Group’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	$270K	Buy	+5,200	New	+$273K	0.03%	238
2025 Q2	–	Sell	-1,300	Closed	-$67.5K	–	1071
2025 Q1	$67.5K	Buy	1,300 +800	+160%	+$41.1K	0.01%	275
2024 Q4	$24.1K	Buy	+500	New	+$24K	0.01%	355
2024 Q2	–	Sell	-1,000	Closed	-$47K	–	564
2024 Q1	$47K	Buy	+1,000	New	+$44.9K	0.01%	260
2023 Q2	–	Sell	-2,900	Closed	-$112K	–	869
2023 Q1	$112K	Buy	2,900 +2,505	+634%	+$98.2K	0.01%	277
2022 Q4	$15K	Sell	395 -405	-51%	-$15.9K	﹤0.01%	950
2022 Q3	$29K	Sell	800 -3,700	-82%	-$141K	﹤0.01%	676
2022 Q2	$155K	Buy	4,500 +1,900	+73%	+$72.9K	0.02%	339
2022 Q1	$100K	Buy	+2,600	New	+$95.7K	0.01%	502
2020 Q1	–	Sell	-2,880	Closed	-$122K	–	286
2019 Q4	$122K	Sell	2,880 -1,820	-39%	-$76.4K	0.01%	416
2019 Q3	$215K	Sell	4,700 -1,360	-22%	-$64.3K	0.02%	299
2019 Q2	$298K	Sell	6,060 -3,620	-37%	-$179K	0.03%	258
2019 Q1	$485K	Sell	9,680 -21,780	-69%	-$1.07M	0.09%	119
2018 Q4	$1.37M	Buy	31,460 +19,840	+171%	+$973K	0.12%	111
2018 Q3	$621K	Buy	+11,620	New	+$627K	0.23%	70
2016 Q3	–	Sell	-2,300	Closed	-$146K	–	155
2016 Q2	$146K	Buy	+2,300	New	+$139K	0.08%	208

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

Summit Securities Group's AMLP Position: Q2 2026 in Review

Summit Securities Group opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 5,200 shares worth $270K. The stake represents 0.03% of the portfolio and ranks #238 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AMLP as recently as Q1 2025.

Summit Securities Group first reported a position in AMLP in Q2 2016 and has held it in 16 quarters since. The position peaked at $1.37M in Q4 2018. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Summit Securities Group held 5,200 shares of Alerian MLP ETF worth $270K as of Q2 2026.
Alerian MLP ETF was a new Summit Securities Group position in Q2 2026.
Alerian MLP ETF made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #238 holding.
Summit Securities Group first reported a position in Alerian MLP ETF in Q2 2016 and has held it in 16 quarters since.
Summit Securities Group's Alerian MLP ETF position peaked at $1.37M in Q4 2018.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.