AWE
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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
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 		$142 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Avidian Wealth Enterprises's AMLP Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Alerian MLP ETF (AMLP) stake by 8.6% in Q1 2026, buying an estimated $214K and bringing the position to 52,933 shares worth $2.79M. The position accounts for 0.09% of the portfolio, ranked #143.

Avidian Wealth Enterprises first reported a position in AMLP in Q2 2015 and has held it in 21 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Avidian Wealth Enterprises held 52,933 shares of Alerian MLP ETF worth $2.79M as of Q1 2026.
  • Avidian Wealth Enterprises bought 4,201 Alerian MLP ETF shares in Q1 2026, an estimated $214K.
  • Alerian MLP ETF made up 0.09% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #143 holding.
  • Avidian Wealth Enterprises first reported a position in Alerian MLP ETF in Q2 2015 and has held it in 21 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.