Arete Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Arete Wealth Advisors’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	$608K	Buy	11,551 +1,606	+16%	+$81.8K	0.05%	257
2025 Q4	$468K	Buy	9,945 +131	+1%	+$6.13K	0.03%	466
2025 Q3	$461K	Buy	9,814 +19	+0.2%	+$919	0.03%	470
2025 Q2	$479K	Sell	9,795 -16	-0.2%	-$776	0.03%	421
2025 Q1	$510K	Sell	9,811 -1,959	-17%	-$101K	0.04%	387
2024 Q4	$568K	Buy	11,770 +1,130	+11%	+$54.3K	0.04%	376
2024 Q3	$501K	Sell	10,640 -25,384	-70%	-$1.2M	0.04%	374
2024 Q2	$1.73M	Buy	36,024 +1,274	+4%	+$59.5K	0.14%	143
2024 Q1	$1.65M	Buy	34,750 +882	+3%	+$39.6K	0.15%	152
2023 Q4	$1.44M	Buy	33,868 +10,613	+46%	+$450K	0.11%	185
2023 Q3	$981K	Sell	23,255 -7,061	-23%	-$290K	0.17%	132
2023 Q2	$1.19M	Buy	30,316 +776	+3%	+$30.1K	0.11%	184
2023 Q1	$1.14M	Sell	29,540 -1,623	-5%	-$63.6K	0.09%	192
2022 Q4	$1.19B	Sell	31,163 -1,034	-3%	-$40.7K	0.1%	175
2022 Q3	$1.18M	Buy	32,197 +14,322	+80%	+$545K	0.12%	156
2022 Q2	$616K	Sell	17,875 -10,417	-37%	-$400K	0.06%	207
2022 Q1	$1.08M	Buy	28,292 +15,273	+117%	+$562K	0.09%	171
2021 Q4	$435K	Buy	13,019 +3,735	+40%	+$127K	0.04%	312
2021 Q3	$312K	Sell	9,284 -2,005	-18%	-$66.9K	0.03%	322
2021 Q2	$315K	Buy	11,289 +1,524	+16%	+$52.3K	0.04%	260
2021 Q1	$298K	Sell	9,765 -6,933	-42%	-$202K	0.04%	319
2020 Q4	$426K	Sell	16,698 -1,513	-8%	-$36.4K	0.06%	257
2020 Q3	$369K	Buy	+18,211	New	+$421K	0.06%	260
2020 Q2	–	Sell	-18,339	Closed	-$310K	–	371
2020 Q1	$310K	Sell	18,339 -17,592	-49%	-$596K	0.06%	238
2019 Q4	$1.53M	Buy	35,931 +7,051	+24%	+$296K	0.27%	91
2019 Q3	$1.32M	Sell	28,880 -511	-2%	-$24.2K	0.25%	97
2019 Q2	$1.45M	Buy	29,391 +1,731	+6%	+$85.6K	0.28%	86
2019 Q1	$1.39M	Buy	27,660 +10,691	+63%	+$524K	0.29%	86
2018 Q4	$741K	Buy	16,969 +7,857	+86%	+$385K	0.18%	139
2018 Q3	$487K	Buy	9,112 +766	+9%	+$41.3K	0.11%	191
2018 Q2	$421K	Buy	8,346 +2,477	+42%	+$126K	0.1%	216
2018 Q1	$275K	Buy	5,869 +3,200	+120%	+$171K	0.09%	250
2017 Q4	$144K	Buy	+2,669	New	+$143K	0.05%	302
2017 Q3	–	Sell	-4,000	Closed	-$239K	–	271
2017 Q2	$239K	Sell	4,000 -86,595	-96%	-$5.28M	0.11%	204
2017 Q1	$5.76M	Sell	90,595 -10,160	-10%	-$653K	2.51%	5
2016 Q4	$6.35M	Buy	100,755 +4,231	+4%	+$261K	2.93%	5
2016 Q3	$6.12M	Sell	96,524 -2,589	-3%	-$164K	3.51%	6
2016 Q2	$6.3M	Buy	+99,113	New	+$5.97M	3.97%	7
2014 Q3	–	Sell	-8,142	Closed	-$774K	–	135
2014 Q2	$774K	Buy	+8,142	New	+$742K	0.6%	42

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

Arete Wealth Advisors's AMLP Position: Q1 2026 in Review

Arete Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 16% in Q1 2026, buying an estimated $81.8K and bringing the position to 11,551 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #257.

Arete Wealth Advisors first reported a position in AMLP in Q2 2014 and has held it in 39 quarters since. The position peaked at $1.19B in Q4 2022. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Arete Wealth Advisors held 11,551 shares of Alerian MLP ETF worth $608K as of Q1 2026.
Arete Wealth Advisors bought 1,606 Alerian MLP ETF shares in Q1 2026, an estimated $81.8K.
Alerian MLP ETF made up 0.05% of Arete Wealth Advisors's portfolio in Q1 2026, its #257 holding.
Arete Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2014 and has held it in 39 quarters since.
Arete Wealth Advisors's Alerian MLP ETF position peaked at $1.19B in Q4 2022.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.