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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Balboa Wealth Partners's AMLP Position: Q1 2026 in Review

Balboa Wealth Partners opened a new position in Alerian MLP ETF (AMLP) in Q1 2026: 4,029 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #389 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in AMLP as recently as Q2 2025.

Balboa Wealth Partners first reported a position in AMLP in Q4 2024 and has held it in 4 quarters since. The position peaked at $277K in Q4 2024. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Balboa Wealth Partners held 4,029 shares of Alerian MLP ETF worth $212K as of Q1 2026.
Alerian MLP ETF was a new Balboa Wealth Partners position in Q1 2026.
Alerian MLP ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q1 2026, its #389 holding.
Balboa Wealth Partners first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 4 quarters since.
Balboa Wealth Partners's Alerian MLP ETF position peaked at $277K in Q4 2024.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.