Balboa Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Balboa Wealth Partners’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	-4,029	Closed	-$212K	–	477
2026 Q1	$212K	Buy	+4,029	New	+$205K	0.04%	389
2025 Q3	–	Sell	-5,223	Closed	-$255K	–	411
2025 Q2	$255K	Buy	5,223 +467	+10%	+$22.6K	0.05%	282
2025 Q1	$247K	Sell	4,756 -1,000	-17%	-$51.3K	0.06%	226
2024 Q4	$277K	Buy	+5,756	New	+$277K	0.06%	223

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

Balboa Wealth Partners's AMLP Position: Q2 2026 in Review

Balboa Wealth Partners sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 4,029 shares — an estimated $212K sold.

Balboa Wealth Partners first reported a position in AMLP in Q4 2024 and held it in 4 quarters. The position peaked at $277K in Q4 2024. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Balboa Wealth Partners reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Balboa Wealth Partners sold 4,029 Alerian MLP ETF shares in Q2 2026, an estimated $212K.
Balboa Wealth Partners first reported a position in Alerian MLP ETF in Q4 2024 and held it in 4 quarters.
Balboa Wealth Partners's Alerian MLP ETF position peaked at $277K in Q4 2024.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.