Trask Adam Roland’s Alerian MLP ETF AMLP Stock Holding History

Trask Adam Roland’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	$294K	Buy	+5,594	New	+$285K	0.28%	54

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

Trask Adam Roland's AMLP Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Alerian MLP ETF (AMLP) in Q1 2026: 5,594 shares worth $294K. The stake represents 0.28% of the portfolio and ranks #54 among its holdings.

816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Trask Adam Roland held 5,594 shares of Alerian MLP ETF worth $294K as of Q1 2026.
Alerian MLP ETF was a new Trask Adam Roland position in Q1 2026.
Alerian MLP ETF made up 0.28% of Trask Adam Roland's portfolio in Q1 2026, its #54 holding.
816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.