Alteri Wealth’s Alerian MLP ETF AMLP Stock Holding History

Alteri Wealth’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	$213K	Buy	+4,101	New	+$215K	0.06%	272

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

Alteri Wealth's AMLP Position: Q2 2026 in Review

Alteri Wealth opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 4,101 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #272 among its holdings.

378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Alteri Wealth held 4,101 shares of Alerian MLP ETF worth $213K as of Q2 2026.
Alerian MLP ETF was a new Alteri Wealth position in Q2 2026.
Alerian MLP ETF made up 0.06% of Alteri Wealth's portfolio in Q2 2026, its #272 holding.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.