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

Aprio 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	$22.2M	Buy	427,719 +17,251	+4%	+$906K	1.1%	20
2026 Q1	$21.6M	Buy	410,468 +22,928	+6%	+$1.17M	1.18%	19
2025 Q4	$18.2M	Buy	387,540 +27,641	+8%	+$1.29M	1.05%	24
2025 Q3	$16.9M	Buy	359,899 +48,262	+15%	+$2.33M	1.68%	13
2025 Q2	$15.2M	Buy	311,637 +150,791	+94%	+$7.31M	1.72%	14
2025 Q1	$8.35M	Buy	160,846 +94,601	+143%	+$4.86M	1.05%	22
2024 Q4	$3.19M	Buy	66,245 +19,813	+43%	+$952K	0.47%	39
2024 Q3	$2.19M	Buy	46,432 +8,796	+23%	+$416K	0.35%	46
2024 Q2	$1.81M	Buy	37,636 +16,850	+81%	+$787K	0.33%	42
2024 Q1	$987K	Buy	+20,786	New	+$934K	0.19%	65
2020 Q3	–	Sell	-37,000	Closed	-$913K	–	69
2020 Q2	$913K	Buy	+37,000	New	+$907K	0.88%	24

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

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

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

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

Aprio Wealth Management increased its Alerian MLP ETF (AMLP) stake by 4.2% in Q2 2026, buying an estimated $906K and bringing the position to 427,719 shares worth $22.2M. The position accounts for 1.1% of the portfolio, ranked #20.

Aprio Wealth Management first reported a position in AMLP in Q2 2020 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Aprio Wealth Management held 427,719 shares of Alerian MLP ETF worth $22.2M as of Q2 2026.
Aprio Wealth Management bought 17,251 Alerian MLP ETF shares in Q2 2026, an estimated $906K.
Alerian MLP ETF made up 1.1% of Aprio Wealth Management's portfolio in Q2 2026, its #20 holding.
Aprio Wealth Management first reported a position in Alerian MLP ETF in Q2 2020 and has held it in 11 quarters since.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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