Acorn Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Acorn Wealth 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	$207K	Buy	+3,996	New	+$210K	0.05%	296
2022 Q4	–	Sell	-5,685	Closed	-$208K	–	160
2022 Q3	$208K	Buy	+5,685	New	+$216K	0.17%	144
2022 Q2	–	Sell	-5,602	Closed	-$215K	–	163
2022 Q1	$215K	Buy	+5,602	New	+$206K	0.15%	162
2021 Q4	–	Sell	-6,955	Closed	-$232K	–	181
2021 Q3	$232K	Buy	+6,955	New	+$232K	0.16%	149
2018 Q2	–	Sell	-43	Closed	-$2K	–	530
2018 Q1	$2K	Hold	43	–	–	﹤0.01%	707
2017 Q4	$2K	Buy	+43	New	+$2.3K	﹤0.01%	681

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

Acorn Wealth Advisors's AMLP Position: Q2 2026 in Review

Acorn Wealth Advisors opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 3,996 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #296 among its holdings. This is a return to the name: Acorn Wealth Advisors previously reported a position in AMLP as recently as Q3 2022.

Acorn Wealth Advisors first reported a position in AMLP in Q4 2017 and has held it in 6 quarters since. The position peaked at $232K in Q3 2021. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Acorn Wealth Advisors held 3,996 shares of Alerian MLP ETF worth $207K as of Q2 2026.
Alerian MLP ETF was a new Acorn Wealth Advisors position in Q2 2026.
Alerian MLP ETF made up 0.05% of Acorn Wealth Advisors's portfolio in Q2 2026, its #296 holding.
Acorn Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 6 quarters since.
Acorn Wealth Advisors's Alerian MLP ETF position peaked at $232K in Q3 2021.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.