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 Q2	$2.25M	Buy	43,376 +6,067	+16%	+$318K	0.03%	492
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Arkadios Wealth Advisors's AMLP Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 16% in Q2 2026, buying an estimated $318K and bringing the position to 43,376 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #492.

Arkadios Wealth Advisors first reported a position in AMLP in Q4 2019 and has held it in 17 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Arkadios Wealth Advisors held 43,376 shares of Alerian MLP ETF worth $2.25M as of Q2 2026.
Arkadios Wealth Advisors bought 6,067 Alerian MLP ETF shares in Q2 2026, an estimated $318K.
Alerian MLP ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #492 holding.
Arkadios Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 17 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.