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

Arkadios 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 		$1.96M Buy
37,309
+7,124
+24% +$363K 0.03% 513
2025
Q4 		$1.42M Buy
30,185
+3,131
+12% +$147K 0.03% 562
2025
Q3 		$1.27M Buy
27,054
+4,675
+21% +$226K 0.03% 545
2025
Q2 		$1.09M Buy
22,379
+5,657
+34% +$274K 0.03% 537
2025
Q1 		$869K Buy
16,722
+9,356
+127% +$480K 0.03% 506
2024
Q4 		$355K Buy
7,366
+25
+0.3% +$1.2K 0.02% 667
2024
Q3 		$346K Buy
7,341
+2,933
+67% +$139K 0.02% 661
2024
Q2 		$211K Buy
+4,408
New +$206K 0.01% 749
2021
Q4 		– Sell
-1,025
Closed -$34K – 626
2021
Q3 		$34K Sell
1,025
-651
-39% -$21.7K ﹤0.01% 1012
2021
Q2 		$61K Buy
1,676
+568
+51% +$19.5K 0.01% 858
2021
Q1 		$33K Sell
1,108
-910
-45% -$26.6K 0.01% 809
2020
Q4 		$51K Buy
2,018
+210
+12% +$5.05K 0.01% 556
2020
Q3 		$39.4K Sell
1,808
-690
-28% -$16K 0.02% 455
2020
Q2 		$56.5K Buy
2,498
+1,350
+118% +$33.1K 0.03% 356
2020
Q1 		$19.7K Sell
1,148
-500
-30% -$16.9K 0.01% 491
2019
Q4 		$64.6K Buy
+1,648
New +$69.2K 0.04% 285

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 24% in Q1 2026, buying an estimated $363K and bringing the position to 37,309 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #513.

Arkadios Wealth Advisors first reported a position in AMLP in Q4 2019 and has held it in 16 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Arkadios Wealth Advisors held 37,309 shares of Alerian MLP ETF worth $1.96M as of Q1 2026.
  • Arkadios Wealth Advisors bought 7,124 Alerian MLP ETF shares in Q1 2026, an estimated $363K.
  • Alerian MLP ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #513 holding.
  • Arkadios Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 16 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

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