Axxcess Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Axxcess 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	$1.79M	Buy	34,523 +1,111	+3%	+$58.3K	0.03%	406
2026 Q1	$1.76M	Buy	33,412 +3,181	+11%	+$162K	0.06%	198
2025 Q4	$1.42M	Buy	30,231 +819	+3%	+$38.3K	0.02%	442
2025 Q3	$1.38M	Buy	29,412 +1,301	+5%	+$62.9K	0.03%	385
2025 Q2	$1.37M	Buy	28,111 +5,573	+25%	+$270K	0.03%	353
2025 Q1	$1.17M	Buy	22,538 +11,706	+108%	+$601K	0.03%	356
2024 Q4	$522K	Sell	10,832 -24,095	-69%	-$1.16M	0.01%	534
2024 Q3	$1.65M	Buy	34,927 +854	+3%	+$40.4K	0.04%	302
2024 Q2	$1.63M	Sell	34,073 -12,962	-28%	-$606K	0.04%	290
2024 Q1	$2.23M	Buy	47,035 +4,049	+9%	+$182K	0.06%	233
2023 Q4	$1.83M	Sell	42,986 -946	-2%	-$40.1K	0.05%	259
2023 Q3	$1.85M	Buy	43,932 +17,785	+68%	+$730K	0.06%	219
2023 Q2	$1.03M	Sell	26,147 -16,227	-38%	-$629K	0.07%	226
2023 Q1	$1.64M	Buy	42,374 +18,888	+80%	+$740K	0.12%	162
2022 Q4	$894K	Buy	23,486 +16,639	+243%	+$654K	0.07%	242
2022 Q3	$250K	Sell	6,847 -7,560	-52%	-$288K	0.02%	446
2022 Q2	$496K	Buy	+14,407	New	+$553K	0.05%	305

Other funds holding AMLP

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Axxcess Wealth Management's AMLP Position: Q2 2026 in Review

Axxcess Wealth Management increased its Alerian MLP ETF (AMLP) stake by 3.3% in Q2 2026, buying an estimated $58.3K and bringing the position to 34,523 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #406.

Axxcess Wealth Management first reported a position in AMLP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.23M in Q1 2024. 482 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Axxcess Wealth Management held 34,523 shares of Alerian MLP ETF worth $1.79M as of Q2 2026.
Axxcess Wealth Management bought 1,111 Alerian MLP ETF shares in Q2 2026, an estimated $58.3K.
Alerian MLP ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #406 holding.
Axxcess Wealth Management first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 17 quarters since.
Axxcess Wealth Management's Alerian MLP ETF position peaked at $2.23M in Q1 2024.
482 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.