Aurora Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

Aurora Private Wealth’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	$1.13M	Sell	21,739 -4,056	-16%	-$213K	0.72%	37
2026 Q1	$1.27M	Hold	25,795	–	–	0.9%	29
2025 Q4	$1.21M	Buy	+25,795	New	+$1.21M	0.8%	36
2025 Q2	$1.41M	Buy	28,830 +329	+1%	+$16K	1.04%	23
2025 Q1	$1.48M	Buy	28,501 +181	+0.6%	+$9.29K	1.18%	19
2024 Q4	$1.36M	Sell	28,320 -982	-3%	-$47.2K	1.02%	23
2024 Q3	$1.38M	Buy	29,302 +37	+0.1%	+$1.75K	1.08%	23
2024 Q2	$1.4M	Buy	29,265 +208	+0.7%	+$9.72K	1.23%	19
2024 Q1	$1.38M	Buy	29,057 +328	+1%	+$14.7K	1.19%	20
2023 Q4	$1.22M	Buy	28,729 +574	+2%	+$24.3K	1.15%	17
2023 Q3	$1.19M	Buy	28,155 +10,838	+63%	+$445K	1.31%	18
2023 Q2	$679K	Sell	17,317 -7,784	-31%	-$302K	0.77%	39
2023 Q1	$970K	Buy	25,101 +261	+1%	+$10.2K	1.03%	27
2022 Q4	$946K	Buy	24,840 +651	+3%	+$25.6K	1.08%	25
2022 Q3	$884K	Sell	24,189 -3,161	-12%	-$120K	0.41%	41
2022 Q2	$942K	Sell	27,350 -895	-3%	-$34.4K	0.42%	43
2022 Q1	$1.08M	Buy	28,245 +13,635	+93%	+$502K	0.45%	43
2021 Q4	$478K	Buy	14,610 +200	+1%	+$6.77K	0.21%	89
2021 Q3	$480K	Buy	14,410 +6,925	+93%	+$231K	0.19%	103
2021 Q2	$273K	Sell	7,485 -3,491	-32%	-$120K	0.11%	161
2021 Q1	$335K	Buy	10,976 +1,157	+12%	+$33.8K	0.14%	141
2020 Q4	$252K	Buy	+9,819	New	+$236K	0.11%	170
2020 Q3	–	Sell	-9,314	Closed	-$230K	–	198
2020 Q2	$230K	Buy	9,314 +509	+6%	+$12.5K	0.11%	144
2020 Q1	$151K	Buy	8,805 +5,855	+198%	+$198K	0.05%	221
2019 Q4	$125K	Buy	+2,950	New	+$124K	0.04%	196

Other funds holding AMLP

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Aurora Private Wealth's AMLP Position: Q2 2026 in Review

Aurora Private Wealth reduced its Alerian MLP ETF (AMLP) stake by 16% in Q2 2026, selling an estimated $213K and leaving 21,739 shares worth $1.13M. The position accounts for 0.72% of the portfolio, ranked #37.

Aurora Private Wealth first reported a position in AMLP in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.48M in Q1 2025. 312 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Aurora Private Wealth held 21,739 shares of Alerian MLP ETF worth $1.13M as of Q2 2026.
Aurora Private Wealth sold 4,056 Alerian MLP ETF shares in Q2 2026, an estimated $213K.
Alerian MLP ETF made up 0.72% of Aurora Private Wealth's portfolio in Q2 2026, its #37 holding.
Aurora Private Wealth first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 25 quarters since.
Aurora Private Wealth's Alerian MLP ETF position peaked at $1.48M in Q1 2025.
312 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.