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Ulland Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Ulland Investment Advisors’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 		$854K Buy
16,480
+1,185
+8% +$62.2K 0.63% 34
2026
Q1 		$805K Sell
15,295
-250
-2% -$12.7K 0.69% 32
2025
Q4 		$731K Buy
15,545
+273
+2% +$12.8K 0.59% 33
2025
Q3 		$717K Sell
15,272
-3,826
-20% -$185K 0.54% 36
2025
Q2 		$933K Buy
19,098
+3,512
+23% +$170K 0.71% 32
2025
Q1 		$810K Buy
15,586
+668
+4% +$34.3K 0.68% 30
2024
Q4 		$718K Buy
14,918
+4,188
+39% +$201K 0.46% 35
2024
Q3 		$506K Buy
10,730
+840
+8% +$39.7K 0.37% 39
2024
Q2 		$475K Buy
9,890
+215
+2% +$10K 0.33% 41
2024
Q1 		$459K Buy
9,675
+1,125
+13% +$50.5K 0.37% 42
2023
Q4 		$364K Buy
8,550
+4,050
+90% +$172K 0.37% 40
2023
Q3 		$190K Buy
+4,500
New +$185K 0.21% 55
2022
Q3 		– Sell
-2,500
Closed -$86K – 216
2022
Q2 		$86K Buy
+2,500
New +$96K 0.09% 73

Other funds holding AMLP

AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Ulland Investment Advisors's AMLP Position: Q2 2026 in Review

Ulland Investment Advisors increased its Alerian MLP ETF (AMLP) stake by 7.7% in Q2 2026, buying an estimated $62.2K and bringing the position to 16,480 shares worth $854K. The position accounts for 0.63% of the portfolio, ranked #34.

Ulland Investment Advisors first reported a position in AMLP in Q2 2022 and has held it in 13 quarters since. The position peaked at $933K in Q2 2025. 447 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Ulland Investment Advisors held 16,480 shares of Alerian MLP ETF worth $854K as of Q2 2026.
  • Ulland Investment Advisors bought 1,185 Alerian MLP ETF shares in Q2 2026, an estimated $62.2K.
  • Alerian MLP ETF made up 0.63% of Ulland Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Ulland Investment Advisors first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 13 quarters since.
  • Ulland Investment Advisors's Alerian MLP ETF position peaked at $933K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.