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

Apollon 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 Q1	$2.05M	Sell	38,994 -11,596	-23%	-$591K	0.03%	377
2025 Q4	$2.38M	Sell	50,590 -4,574	-8%	-$214K	0.04%	335
2025 Q3	$2.59M	Sell	55,164 -11,878	-18%	-$574K	0.05%	328
2025 Q2	$3.28M	Sell	67,042 -1,874	-3%	-$90.9K	0.06%	254
2025 Q1	$3.58M	Sell	68,916 -12,083	-15%	-$620K	0.08%	226
2024 Q4	$3.9M	Buy	80,999 +3,101	+4%	+$149K	0.09%	199
2024 Q3	$3.67M	Buy	77,898 +3,705	+5%	+$175K	0.1%	178
2024 Q2	$3.56M	Buy	74,193 +1,526	+2%	+$71.3K	0.11%	168
2024 Q1	$3.45M	Buy	72,667 +1,481	+2%	+$66.5K	0.11%	167
2023 Q4	$3.03M	Buy	71,186 +112	+0.2%	+$4.75K	0.1%	179
2023 Q3	$3M	Buy	71,074 +1,563	+2%	+$64.1K	0.15%	130
2023 Q2	$2.73M	Buy	69,511 +4,271	+7%	+$166K	0.13%	166
2023 Q1	$2.52M	Buy	65,240 +6,359	+11%	+$249K	0.15%	139
2022 Q4	$2.24M	Buy	58,881 +47,004	+396%	+$1.85M	0.16%	139
2022 Q3	$434K	Buy	11,877 +726	+7%	+$27.6K	0.04%	490
2022 Q2	$384K	Buy	11,151 +94	+0.9%	+$3.61K	0.03%	499
2022 Q1	$423K	Sell	11,057 -799	-7%	-$29.4K	0.03%	506
2021 Q4	$388K	Buy	11,856 +5,724	+93%	+$194K	0.03%	520
2021 Q3	$204K	Sell	6,132 -6,623	-52%	-$221K	0.03%	434
2021 Q2	$464K	Sell	12,755 -56,281	-82%	-$1.93M	0.08%	229
2021 Q1	$2.11M	Buy	69,036 +13,633	+25%	+$398K	0.41%	51
2020 Q4	$1.42M	Sell	55,403 -10,344	-16%	-$249K	0.39%	60
2020 Q3	$1.31M	Sell	65,747 -8,820	-12%	-$204K	0.59%	33
2020 Q2	$1.84M	Buy	74,567 +2,504	+3%	+$61.4K	1.02%	22
2020 Q1	$1.24M	Buy	72,063 +47,626	+195%	+$1.61M	1.27%	23
2019 Q4	$1.07M	Buy	+24,437	New	+$1.03M	0.95%	25

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Apollon Wealth Management's AMLP Position: Q1 2026 in Review

Apollon Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 23% in Q1 2026, selling an estimated $591K and leaving 38,994 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #377.

Apollon Wealth Management first reported a position in AMLP in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.9M in Q4 2024. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Apollon Wealth Management held 38,994 shares of Alerian MLP ETF worth $2.05M as of Q1 2026.
Apollon Wealth Management sold 11,596 Alerian MLP ETF shares in Q1 2026, an estimated $591K.
Alerian MLP ETF made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #377 holding.
Apollon Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 26 quarters since.
Apollon Wealth Management's Alerian MLP ETF position peaked at $3.9M in Q4 2024.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.