UBS AM’s Alerian MLP ETF AMLP Stock Holding History

UBS AM’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	$22.9K	Sell	442 -124	-22%	-$6.51K	﹤0.01%	3103
2026 Q1	$29.8K	Buy	566 +466	+466%	+$23.7K	﹤0.01%	3060
2025 Q4	$4.7K	Buy	+100	New	+$4.68K	﹤0.01%	2991
2017 Q1	–	Sell	-350	Closed	-$22K	–	2458
2016 Q4	$22K	Buy	+350	New	+$21.6K	﹤0.01%	2347

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

UBS AM's AMLP Position: Q2 2026 in Review

UBS AM reduced its Alerian MLP ETF (AMLP) stake by 22% in Q2 2026, selling an estimated $6.51K and leaving 442 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

UBS AM first reported a position in AMLP in Q4 2016 and has held it in 4 quarters since. The position peaked at $29.8K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

UBS AM held 442 shares of Alerian MLP ETF worth $22.9K as of Q2 2026.
UBS AM sold 124 Alerian MLP ETF shares in Q2 2026, an estimated $6.51K.
Alerian MLP ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3103 holding.
UBS AM first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 4 quarters since.
UBS AM's Alerian MLP ETF position peaked at $29.8K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.