Waterloo Capital’s Alerian MLP ETF AMLP Stock Holding History

Waterloo Capital’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	$212K	Buy	+4,085	New	+$214K	0.01%	538
2020 Q1	$112K	Buy	+6,536	New	+$221K	0.08%	151

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

Waterloo Capital's AMLP Position: Q2 2026 in Review

Waterloo Capital opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 4,085 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in AMLP as recently as Q1 2020.

Waterloo Capital first reported a position in AMLP in Q1 2020 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Waterloo Capital held 4,085 shares of Alerian MLP ETF worth $212K as of Q2 2026.
Alerian MLP ETF was a new Waterloo Capital position in Q2 2026.
Alerian MLP ETF made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #538 holding.
Waterloo Capital first reported a position in Alerian MLP ETF in Q1 2020 and has held it in 2 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.