Zacks Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Zacks Investment Management’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	$567K	Hold	10,941	–	–	﹤0.01%	496
2026 Q1	$576K	Hold	10,941	–	–	﹤0.01%	472
2025 Q4	$514K	Hold	10,941	–	–	﹤0.01%	499
2025 Q3	$513K	Hold	10,941	–	–	﹤0.01%	491
2025 Q2	$535K	Hold	10,941	–	–	﹤0.01%	470
2025 Q1	$568K	Hold	10,941	–	–	0.01%	461
2024 Q4	$527K	Hold	10,941	–	–	﹤0.01%	481
2024 Q3	$516K	Hold	10,941	–	–	﹤0.01%	491
2024 Q2	$525K	Sell	10,941 -100	-0.9%	-$4.67K	0.01%	434
2024 Q1	$524K	Sell	11,041 -72	-0.6%	-$3.23K	0.01%	466
2023 Q4	$473K	Buy	11,113 +172	+2%	+$7.29K	0.01%	474
2023 Q3	$462K	Hold	10,941	–	–	0.01%	466
2023 Q2	$429K	Hold	10,941	–	–	0.01%	481
2023 Q1	$423K	Hold	10,941	–	–	0.01%	474
2022 Q4	$417K	Buy	+10,941	New	+$430K	0.01%	461
2022 Q2	–	Sell	-10,941	Closed	-$419K	–	567
2022 Q1	$419K	Hold	10,941	–	–	0.01%	467
2021 Q4	$358K	Hold	10,941	–	–	0.01%	516
2021 Q3	$365K	Hold	10,941	–	–	0.01%	490
2021 Q2	$398K	Hold	10,941	–	–	0.01%	481
2021 Q1	$334K	Hold	10,941	–	–	0.01%	449
2020 Q4	$281K	Hold	10,941	–	–	0.01%	470
2020 Q3	$219K	Sell	10,941 -60	-0.5%	-$1.39K	﹤0.01%	478
2020 Q2	$272K	Buy	11,001 +2,427	+28%	+$59.5K	0.01%	450
2020 Q1	$147K	Buy	8,574 +1,232	+17%	+$41.7K	﹤0.01%	474
2019 Q4	$312K	Buy	7,342 +1,680	+30%	+$70.5K	0.01%	485
2019 Q3	$259K	Buy	5,662 +694	+14%	+$32.8K	0.01%	487
2019 Q2	$245K	Sell	4,968 -402	-7%	-$19.9K	0.01%	497
2019 Q1	$269K	Sell	5,370 -9,429	-64%	-$462K	0.01%	496
2018 Q4	$646K	Buy	+14,799	New	+$726K	0.02%	413
2017 Q3	–	Sell	-2,089	Closed	-$125K	–	576
2017 Q2	$125K	Buy	+2,089	New	+$127K	﹤0.01%	566

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

Zacks Investment Management's AMLP Position: Q2 2026 in Review

Zacks Investment Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 10,941 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Zacks Investment Management first reported a position in AMLP in Q2 2017 and has held it in 30 quarters since. The position peaked at $646K in Q4 2018. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Zacks Investment Management held 10,941 shares of Alerian MLP ETF worth $567K as of Q2 2026.
Zacks Investment Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #496 holding.
Zacks Investment Management first reported a position in Alerian MLP ETF in Q2 2017 and has held it in 30 quarters since.
Zacks Investment Management's Alerian MLP ETF position peaked at $646K in Q4 2018.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.