Activest Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Activest Wealth 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	$1.06M	Sell	20,384 -21,994	-52%	-$1.15M	0.2%	43
2026 Q1	$2.23M	Buy	42,378 +8,499	+25%	+$433K	0.39%	32
2025 Q4	$1.59M	Sell	33,879 -10,029	-23%	-$470K	0.3%	37
2025 Q3	$2.06M	Buy	43,908 +2	+0%	+$97	0.42%	27
2025 Q2	$2.15M	Buy	43,906 +1,452	+3%	+$70.4K	0.52%	22
2025 Q1	$2.21M	Buy	42,454 +1	+0%	+$51	0.59%	23
2024 Q4	$2.04M	Buy	42,453 +2	+0%	+$96	0.57%	24
2024 Q3	$2M	Sell	42,451 -521	-1%	-$24.6K	0.62%	22
2024 Q2	$2.06M	Buy	42,972 +36,881	+605%	+$1.72M	0.68%	20
2024 Q1	$289K	Buy	6,091 +4,923	+421%	+$221K	0.14%	50
2023 Q4	$49.6K	Buy	1,168 +1,095	+1,500%	+$46.4K	0.03%	100
2023 Q3	$3.08K	Buy	+73	New	+$3K	﹤0.01%	250
2023 Q2	–	Sell	-70	Closed	-$2.69K	–	294
2023 Q1	$2.69K	Buy	70 +1	+1%	+$39	﹤0.01%	240
2022 Q4	$2.62K	Buy	69 +2	+3%	+$79	﹤0.01%	394
2022 Q3	$2K	Buy	67 +1	+2%	+$38	﹤0.01%	389
2022 Q2	$2K	Buy	66 +1	+2%	+$38	﹤0.01%	318
2022 Q1	$2K	Buy	65 +1	+2%	+$37	﹤0.01%	295
2021 Q4	$2K	Buy	64 +2	+3%	+$68	﹤0.01%	290
2021 Q3	$2K	Buy	62 +1	+2%	+$33	﹤0.01%	323
2021 Q2	$2K	Buy	61 +1	+2%	+$34	﹤0.01%	292
2021 Q1	$2K	Buy	+60	New	+$1.75K	﹤0.01%	269

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

Activest Wealth Management's AMLP Position: Q2 2026 in Review

Activest Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 52% in Q2 2026, selling an estimated $1.15M and leaving 20,384 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #43.

Activest Wealth Management first reported a position in AMLP in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.23M in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Activest Wealth Management held 20,384 shares of Alerian MLP ETF worth $1.06M as of Q2 2026.
Activest Wealth Management sold 21,994 Alerian MLP ETF shares in Q2 2026, an estimated $1.15M.
Alerian MLP ETF made up 0.2% of Activest Wealth Management's portfolio in Q2 2026, its #43 holding.
Activest Wealth Management first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 21 quarters since.
Activest Wealth Management's Alerian MLP ETF position peaked at $2.23M in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.