Asset One Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Asset One 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	$2.72M	Buy	51,051 +8,336	+20%	+$438K	0.29%	99
2026 Q1	$2.2M	Buy	42,715 +769	+2%	+$39.2K	0.24%	109
2025 Q4	$2.08M	Buy	+41,946	New	+$1.96M	0.28%	96

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

Asset One Wealth Management's AMLP Position: Q2 2026 in Review

Asset One Wealth Management increased its Alerian MLP ETF (AMLP) stake by 20% in Q2 2026, buying an estimated $438K and bringing the position to 51,051 shares worth $2.72M. The position accounts for 0.29% of the portfolio, ranked #99.

Asset One Wealth Management first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Asset One Wealth Management held 51,051 shares of Alerian MLP ETF worth $2.72M as of Q2 2026.
Asset One Wealth Management bought 8,336 Alerian MLP ETF shares in Q2 2026, an estimated $438K.
Alerian MLP ETF made up 0.29% of Asset One Wealth Management's portfolio in Q2 2026, its #99 holding.
Asset One Wealth Management first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.