Allworth Financial’s Alerian MLP ETF AMLP Stock Holding History

Allworth Financial’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	$14.4M	Sell	278,050 -8,468	-3%	-$444K	0.06%	189
2026 Q1	$15.1M	Buy	286,518 +4,343	+2%	+$221K	0.06%	189
2025 Q4	$13.3M	Sell	282,175 -5,831	-2%	-$273K	0.05%	193
2025 Q3	$13.5M	Sell	288,006 -1,206	-0.4%	-$58.3K	0.06%	170
2025 Q2	$14.1M	Buy	289,212 +66,989	+30%	+$3.25M	0.07%	160
2025 Q1	$11M	Sell	222,223 -4,314	-2%	-$221K	0.06%	162
2024 Q4	$11.8M	Buy	226,537 +118,900	+110%	+$5.72M	0.06%	154
2024 Q3	$5.07M	Buy	107,637 +81,527	+312%	+$3.86M	0.03%	213
2024 Q2	$1.28M	Buy	26,110 +18,206	+230%	+$851K	0.01%	387
2024 Q1	$375K	Sell	7,904 -493	-6%	-$22.1K	﹤0.01%	622
2023 Q4	$357K	Buy	8,397 +8,212	+4,439%	+$348K	﹤0.01%	601
2023 Q3	$7.81K	Sell	185 -23	-11%	-$944	﹤0.01%	1929
2023 Q2	$8.16K	Buy	208 +117	+129%	+$4.54K	﹤0.01%	1925
2023 Q1	$3.52K	Hold	91	–	–	﹤0.01%	2181
2022 Q4	$3.46K	Hold	91	–	–	﹤0.01%	2037
2022 Q3	$3K	Buy	+91	New	+$3.46K	﹤0.01%	1999
2018 Q4	–	Sell	-37	Closed	-$2K	–	854
2018 Q3	$2K	Hold	37	–	–	﹤0.01%	773
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	768
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	689
2017 Q4	$2K	Sell	37 -134	-78%	-$7.17K	﹤0.01%	646
2017 Q3	$10K	Buy	+171	New	+$9.78K	﹤0.01%	463
2016 Q1	–	Sell	-272	Closed	-$16K	–	611
2015 Q4	$16K	Hold	272	–	–	﹤0.01%	331
2015 Q3	$17K	Buy	+272	New	+$19.8K	0.01%	323

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

Allworth Financial's AMLP Position: Q2 2026 in Review

Allworth Financial reduced its Alerian MLP ETF (AMLP) stake by 3% in Q2 2026, selling an estimated $444K and leaving 278,050 shares worth $14.4M. The position accounts for 0.06% of the portfolio, ranked #189.

Allworth Financial first reported a position in AMLP in Q3 2015 and has held it in 23 quarters since. The position peaked at $15.1M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Allworth Financial held 278,050 shares of Alerian MLP ETF worth $14.4M as of Q2 2026.
Allworth Financial sold 8,468 Alerian MLP ETF shares in Q2 2026, an estimated $444K.
Alerian MLP ETF made up 0.06% of Allworth Financial's portfolio in Q2 2026, its #189 holding.
Allworth Financial first reported a position in Alerian MLP ETF in Q3 2015 and has held it in 23 quarters since.
Allworth Financial's Alerian MLP ETF position peaked at $15.1M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.