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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
2022
Q3 		– Sell
-2,000
Closed -$69K – 913
2022
Q2 		$69K Sell
2,000
-3,000
-60% -$115K 0.01% 475
2022
Q1 		$192K Buy
+5,000
New +$184K 0.02% 389

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
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.