Tandem Financial’s Alerian MLP ETF AMLP Stock Holding History

Tandem 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	$1.88M	Buy	35,629 +22,266	+167%	+$1.13M	0.6%	39
2025 Q4	$644K	Sell	13,363 -7,206	-35%	-$337K	0.77%	28
2025 Q3	$965K	Buy	20,569 +616	+3%	+$29.8K	0.36%	44
2025 Q2	$975K	Buy	19,953 +1,833	+10%	+$88.9K	0.91%	26
2025 Q1	$941K	Buy	18,120 +4,757	+36%	+$244K	1.02%	25
2024 Q4	$644K	Buy	+13,363	New	+$642K	0.68%	31

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 $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $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

Tandem Financial's AMLP Position: Q1 2026 in Review

Tandem Financial increased its Alerian MLP ETF (AMLP) stake by 167% in Q1 2026, buying an estimated $1.13M and bringing the position to 35,629 shares worth $1.88M. The position accounts for 0.6% of the portfolio, ranked #39.

Tandem Financial first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. 813 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Tandem Financial held 35,629 shares of Alerian MLP ETF worth $1.88M as of Q1 2026.
Tandem Financial bought 22,266 Alerian MLP ETF shares in Q1 2026, an estimated $1.13M.
Alerian MLP ETF made up 0.6% of Tandem Financial's portfolio in Q1 2026, its #39 holding.
Tandem Financial first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
813 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.