Atlantic Edge Private Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Atlantic Edge Private 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	$208K	Buy	4,020 +15	+0.4%	+$787	0.04%	134
2026 Q1	$211K	Sell	4,005 -72	-2%	-$3.67K	0.05%	128
2025 Q4	$192K	Sell	4,077 -2,070	-34%	-$96.9K	0.05%	133
2025 Q3	$288K	Buy	6,147 +139	+2%	+$6.72K	0.07%	115
2025 Q2	$294K	Sell	6,008 -131	-2%	-$6.35K	0.08%	113
2025 Q1	$319K	Buy	6,139 +4	+0.1%	+$205	0.1%	106
2024 Q4	$295K	Buy	6,135 +5,935	+2,968%	+$285K	0.09%	112
2024 Q3	$9.43K	Hold	200	–	–	﹤0.01%	340
2024 Q2	$9.6K	Hold	200	–	–	﹤0.01%	319
2024 Q1	$9.49K	Hold	200	–	–	﹤0.01%	322
2023 Q4	$8.5K	Buy	+200	New	+$8.48K	﹤0.01%	310

Other funds holding AMLP

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Atlantic Edge Private Wealth Management's AMLP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Alerian MLP ETF (AMLP) stake by 0.37% in Q2 2026, buying an estimated $787 and bringing the position to 4,020 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #134.

Atlantic Edge Private Wealth Management first reported a position in AMLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $319K in Q1 2025. 335 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Atlantic Edge Private Wealth Management held 4,020 shares of Alerian MLP ETF worth $208K as of Q2 2026.
Atlantic Edge Private Wealth Management bought 15 Alerian MLP ETF shares in Q2 2026, an estimated $787.
Alerian MLP ETF made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #134 holding.
Atlantic Edge Private Wealth Management first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Alerian MLP ETF position peaked at $319K in Q1 2025.
335 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.