B. Riley Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-26,271	Closed	-$1.4M	–	924
2026 Q1	$1.4M	Buy	+26,271	New	+$1.34M	0.09%	218
2024 Q4	$963K	Buy	19,995 +299	+2%	+$14.4K	0.03%	461
2024 Q3	$929K	Sell	19,696 -7,765	-28%	-$367K	0.03%	521
2024 Q2	$1.32M	Sell	27,461 -38,258	-58%	-$1.79M	0.03%	453
2024 Q1	$2.77M	Buy	65,719 +16,334	+33%	+$734K	0.08%	261
2023 Q4	$2.1M	Sell	49,385 -16,334	-25%	-$693K	0.06%	346
2023 Q3	$2.77M	Buy	65,719 +16,503	+34%	+$677K	0.08%	261
2023 Q2	$1.93M	Buy	49,216 +1,951	+4%	+$75.7K	0.04%	381
2023 Q1	$1.83M	Buy	47,265 +4,097	+9%	+$161K	0.05%	370
2022 Q4	$1.64M	Sell	43,168 -1,624	-4%	-$63.8K	0.05%	390
2022 Q3	$1.64M	Buy	44,792 +34,840	+350%	+$1.33M	0.05%	356
2022 Q2	$343K	Sell	9,952 -456	-4%	-$17.5K	0.01%	812
2022 Q1	$399K	Sell	10,408 -7,135	-41%	-$262K	0.01%	874
2021 Q4	$575K	Buy	17,543 +6,711	+62%	+$227K	0.02%	740
2021 Q3	$362K	Buy	10,832 +2,048	+23%	+$68.4K	0.01%	943
2021 Q2	$320K	Sell	8,784 -951	-10%	-$32.6K	0.01%	991
2021 Q1	$297K	Sell	9,735 -1,194	-11%	-$34.9K	0.01%	1004
2020 Q4	$281K	Sell	10,929 -8,851	-45%	-$213K	0.02%	794
2020 Q3	$425K	Buy	19,780 +5,554	+39%	+$129K	0.02%	594
2020 Q2	$352K	Sell	14,226 -5,341	-27%	-$131K	0.02%	576
2020 Q1	$338K	Buy	19,567 +5,580	+40%	+$189K	0.03%	502
2019 Q4	$595K	Sell	13,987 -5,855	-30%	-$246K	0.05%	370
2019 Q3	$907K	Sell	19,842 -1,957	-9%	-$92.6K	0.09%	238
2019 Q2	$1.07M	Buy	21,799 +1,502	+7%	+$74.3K	0.12%	197
2019 Q1	$1.02M	Buy	20,297 +1,082	+6%	+$53K	0.13%	183
2018 Q4	$839K	Sell	19,215 -1,615	-8%	-$79.2K	0.12%	182
2018 Q3	$1.11M	Sell	20,830 -1,129	-5%	-$60.9K	0.13%	170
2018 Q2	$1.11M	Sell	21,959 -2,071	-9%	-$105K	0.15%	167
2018 Q1	$1.13M	Buy	24,030 +7,968	+50%	+$426K	0.16%	151
2017 Q4	$867K	Sell	16,062 -185	-1%	-$9.9K	0.12%	197
2017 Q3	$912K	Sell	16,247 -6,831	-30%	-$391K	0.15%	153
2017 Q2	$1.38M	Buy	23,078 +1,002	+5%	+$61.1K	0.25%	113
2017 Q1	$1.4M	Buy	22,076 +5,549	+34%	+$356K	0.28%	98
2016 Q4	$1.04M	Sell	16,527 -2,699	-14%	-$167K	0.21%	122
2016 Q3	$896K	Buy	19,226 +5,654	+42%	+$358K	0.18%	151
2016 Q2	$678K	Buy	13,572 +7,330	+117%	+$442K	0.14%	187
2016 Q1	$341K	Sell	6,242 -389	-6%	-$19.8K	0.08%	312
2015 Q4	$400K	Buy	6,631 +1,300	+24%	+$81.3K	0.08%	295
2015 Q3	$334K	Buy	5,331 +700	+15%	+$50.9K	0.08%	321
2015 Q2	$368K	Sell	4,631 -1,309	-22%	-$109K	0.09%	273
2015 Q1	$492K	Sell	5,940 -5,234	-47%	-$442K	0.12%	226
2014 Q4	$5.36K	Buy	11,174 +1,420	+15%	+$129K	0.11%	225
2014 Q3	$935K	Sell	9,754 -16,571	-63%	-$1.57M	0.24%	102
2014 Q2	$1.3M	Buy	26,325 +20,479	+350%	+$1.87M	0.31%	59
2014 Q1	$516K	Buy	5,846 +1,267	+28%	+$111K	0.16%	144
2013 Q4	$407K	Sell	4,579 -601	-12%	-$52.7K	0.13%	175
2013 Q3	$456K	Buy	5,180 +224	+5%	+$19.8K	0.16%	156
2013 Q2	$442K	Buy	+4,956	New	+$437K	0.15%	167

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

B. Riley Wealth Advisors's AMLP Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 26,271 shares — an estimated $1.4M sold.

B. Riley Wealth Advisors first reported a position in AMLP in Q2 2013 and held it in 48 quarters. The position peaked at $2.77M in Q1 2024. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

B. Riley Wealth Advisors reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 26,271 Alerian MLP ETF shares in Q2 2026, an estimated $1.4M.
B. Riley Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2013 and held it in 48 quarters.
B. Riley Wealth Advisors's Alerian MLP ETF position peaked at $2.77M in Q1 2024.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.