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

Allen 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	$1.8M	Sell	34,673 -59,641	-63%	-$3.13M	0.88%	26
2026 Q1	$4.96M	Sell	94,314 -11,728	-11%	-$597K	2.48%	9
2025 Q4	$4.99M	Sell	106,042 -223,479	-68%	-$10.5M	3%	6
2025 Q3	$15.5M	Buy	329,521 +8,208	+3%	+$397K	10.48%	3
2025 Q2	$15.7M	Buy	321,313 +4,665	+1%	+$226K	10.98%	3
2025 Q1	$16.4M	Sell	316,648 -8,127	-3%	-$417K	11.32%	3
2024 Q4	$15.6M	Buy	324,775 +1,164	+0.4%	+$56K	11.21%	3
2024 Q3	$15.3M	Buy	323,611 +4,886	+2%	+$231K	10.58%	3
2024 Q2	$15.3M	Buy	318,725 +4,248	+1%	+$198K	13.61%	2
2024 Q1	$14.9M	Buy	314,477 +11,906	+4%	+$535K	13.17%	2
2023 Q4	$12.9M	Buy	+302,571	New	+$12.8M	12.6%	2

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

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

Allen Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 63% in Q2 2026, selling an estimated $3.13M and leaving 34,673 shares worth $1.8M. The position accounts for 0.88% of the portfolio, ranked #26.

Allen Wealth Management first reported a position in AMLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.4M in Q1 2025. 374 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Allen Wealth Management held 34,673 shares of Alerian MLP ETF worth $1.8M as of Q2 2026.
Allen Wealth Management sold 59,641 Alerian MLP ETF shares in Q2 2026, an estimated $3.13M.
Alerian MLP ETF made up 0.88% of Allen Wealth Management's portfolio in Q2 2026, its #26 holding.
Allen Wealth Management first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's Alerian MLP ETF position peaked at $16.4M in Q1 2025.
374 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.