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

Baldwin 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	$10.4M	Sell	199,762 -9,049	-4%	-$475K	0.68%	36
2026 Q1	$11M	Sell	208,811 -6,463	-3%	-$329K	0.8%	34
2025 Q4	$10.1M	Sell	215,274 -5,707	-3%	-$267K	0.65%	39
2025 Q3	$10.4M	Sell	220,981 -2,377	-1%	-$115K	0.68%	41
2025 Q2	$10.9M	Sell	223,358 -4,840	-2%	-$235K	0.74%	42
2025 Q1	$11.9M	Sell	228,198 -14,346	-6%	-$737K	0.83%	39
2024 Q4	$11.7M	Sell	242,544 -16,595	-6%	-$798K	0.81%	38
2024 Q3	$12.2M	Sell	259,139 -2,414	-0.9%	-$114K	0.83%	35
2024 Q2	$12.5M	Sell	261,553 -38,410	-13%	-$1.79M	0.98%	33
2024 Q1	$14.2M	Sell	299,963 -4,763	-2%	-$214K	1.07%	29
2023 Q4	$13M	Sell	304,726 -4,372	-1%	-$185K	1.02%	32
2023 Q3	$13M	Sell	309,098 -5,240	-2%	-$215K	1.12%	25
2023 Q2	$12.3M	Sell	314,338 -7,395	-2%	-$287K	1.01%	30
2023 Q1	$12.4M	Buy	321,733 +3,341	+1%	+$131K	1.08%	29
2022 Q4	$12.1M	Buy	318,392 +315,362	+10,408%	+$12.4M	1.1%	31
2022 Q3	$111K	Buy	3,030 +1,000	+49%	+$38.1K	0.02%	228
2022 Q2	$70K	Buy	+2,030	New	+$77.9K	0.01%	299
2017 Q2	–	Sell	-400	Closed	-$25K	–	475
2017 Q1	$25K	Hold	400	–	–	﹤0.01%	353
2016 Q4	$25K	Hold	400	–	–	﹤0.01%	351
2016 Q3	$25K	Hold	400	–	–	﹤0.01%	358
2016 Q2	$25K	Hold	400	–	–	0.01%	318
2016 Q1	$22K	Buy	+400	New	+$20.3K	﹤0.01%	355
2014 Q1	–	Sell	-31,408	Closed	-$2.79M	–	241
2013 Q4	$2.79M	Sell	31,408 -16,890	-35%	-$1.48M	0.45%	60
2013 Q3	$4.25M	Sell	48,298 -2,222	-4%	-$196K	0.78%	45
2013 Q2	$4.51M	Buy	+50,520	New	+$4.46M	0.89%	36

Other funds holding AMLP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Baldwin Wealth Partners reduced its Alerian MLP ETF (AMLP) stake by 4.3% in Q2 2026, selling an estimated $475K and leaving 199,762 shares worth $10.4M. The position accounts for 0.68% of the portfolio, ranked #36.

Baldwin Wealth Partners first reported a position in AMLP in Q2 2013 and has held it in 25 quarters since. The position peaked at $14.2M in Q1 2024. 391 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Baldwin Wealth Partners held 199,762 shares of Alerian MLP ETF worth $10.4M as of Q2 2026.
Baldwin Wealth Partners sold 9,049 Alerian MLP ETF shares in Q2 2026, an estimated $475K.
Alerian MLP ETF made up 0.68% of Baldwin Wealth Partners's portfolio in Q2 2026, its #36 holding.
Baldwin Wealth Partners first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 25 quarters since.
Baldwin Wealth Partners's Alerian MLP ETF position peaked at $14.2M in Q1 2024.
391 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.