ADG Wealth Management Group’s Alerian MLP ETF AMLP Stock Holding History

ADG Wealth Management Group’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	–	Sell	-2,064	Closed	-$109K	–	42
2026 Q1	$109K	Buy	+2,064	New	+$105K	0.08%	46
2025 Q3	–	Sell	-5,233	Closed	-$256K	–	31
2025 Q2	$256K	Buy	5,233 +354	+7%	+$17.2K	0.22%	24
2025 Q1	$253K	Buy	4,879 +22	+0.5%	+$1.13K	0.24%	21
2024 Q4	$234K	Buy	+4,857	New	+$233K	0.21%	22

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

ADG Wealth Management Group's AMLP Position: Q2 2026 in Review

ADG Wealth Management Group sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 2,064 shares — an estimated $109K sold.

ADG Wealth Management Group first reported a position in AMLP in Q4 2024 and held it in 4 quarters. The position peaked at $256K in Q2 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

ADG Wealth Management Group reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
ADG Wealth Management Group sold 2,064 Alerian MLP ETF shares in Q2 2026, an estimated $109K.
ADG Wealth Management Group first reported a position in Alerian MLP ETF in Q4 2024 and held it in 4 quarters.
ADG Wealth Management Group's Alerian MLP ETF position peaked at $256K in Q2 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.