Avidian Wealth Enterprises’s Alerian MLP ETF AMLP Stock Holding History

Avidian Wealth Enterprises’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	$2.77M	Buy	53,513 +580	+1%	+$30.4K	0.08%	162
2026 Q1	$2.79M	Buy	52,933 +4,201	+9%	+$214K	0.09%	143
2025 Q4	$2.29M	Buy	48,732 +11,230	+30%	+$526K	0.08%	129
2025 Q3	$1.76M	Buy	37,502 +12,754	+52%	+$617K	0.07%	155
2025 Q2	$1.21M	Buy	24,748 +7,863	+47%	+$381K	0.05%	182
2025 Q1	$877K	Sell	16,885 -105	-0.6%	-$5.39K	0.04%	214
2024 Q4	$818K	Buy	16,990 +771	+5%	+$37.1K	0.04%	218
2024 Q3	$764K	Buy	16,219 +265	+2%	+$12.5K	0.03%	224
2024 Q2	$765K	Buy	15,954 +2,813	+21%	+$131K	0.03%	220
2024 Q1	$624K	Sell	13,141 -1,341	-9%	-$60.2K	0.03%	233
2023 Q4	$616K	Buy	14,482 +589	+4%	+$25K	0.04%	226
2023 Q3	$586K	Buy	13,893 +793	+6%	+$32.5K	0.04%	229
2023 Q2	$514K	Buy	13,100 +1,128	+9%	+$43.7K	0.03%	261
2023 Q1	$463K	Buy	11,972 +104	+0.9%	+$4.08K	0.03%	304
2022 Q4	$452K	Buy	11,868 +6,264	+112%	+$246K	0.03%	291
2022 Q3	$205K	Buy	+5,604	New	+$213K	0.01%	391
2017 Q1	–	Sell	-2,515	Closed	-$158K	–	86
2016 Q4	$158K	Buy	2,515 +284	+13%	+$17.5K	0.07%	81
2016 Q3	$142K	Hold	2,231	–	–	0.06%	73
2016 Q2	$142K	Sell	2,231 -942	-30%	-$56.8K	0.05%	68
2016 Q1	$173K	Buy	+3,173	New	+$161K	0.09%	78
2015 Q4	–	Sell	-2,287	Closed	-$143K	–	51
2015 Q3	$143K	Buy	2,287 +248	+12%	+$18K	0.09%	31
2015 Q2	$159K	Buy	+2,039	New	+$170K	0.07%	37

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

Avidian Wealth Enterprises's AMLP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Alerian MLP ETF (AMLP) stake by 1.1% in Q2 2026, buying an estimated $30.4K and bringing the position to 53,513 shares worth $2.77M. The position accounts for 0.08% of the portfolio, ranked #162.

Avidian Wealth Enterprises first reported a position in AMLP in Q2 2015 and has held it in 22 quarters since. The position peaked at $2.79M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Avidian Wealth Enterprises held 53,513 shares of Alerian MLP ETF worth $2.77M as of Q2 2026.
Avidian Wealth Enterprises bought 580 Alerian MLP ETF shares in Q2 2026, an estimated $30.4K.
Alerian MLP ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #162 holding.
Avidian Wealth Enterprises first reported a position in Alerian MLP ETF in Q2 2015 and has held it in 22 quarters since.
Avidian Wealth Enterprises's Alerian MLP ETF position peaked at $2.79M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.