Ball & Co Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Ball & Co 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 Q1	$7.96M	Buy	151,234 +4,937	+3%	+$251K	6.66%	7
2025 Q4	$6.88M	Sell	146,297 -70,532	-33%	-$3.3M	4.43%	7
2025 Q3	$10.2M	Buy	216,829 +13,843	+7%	+$669K	6.77%	4
2025 Q2	$9.92M	Sell	202,986 -91,609	-31%	-$4.44M	10.57%	4
2025 Q1	$15.3M	Buy	294,595 +5,348	+2%	+$275K	16.4%	3
2024 Q4	$13.9M	Buy	+289,247	New	+$13.9M	11.08%	3

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

Ball & Co Wealth Management's AMLP Position: Q1 2026 in Review

Ball & Co Wealth Management increased its Alerian MLP ETF (AMLP) stake by 3.4% in Q1 2026, buying an estimated $251K and bringing the position to 151,234 shares worth $7.96M. The position accounts for 6.66% of the portfolio, ranked #7.

Ball & Co Wealth Management first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.3M in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Ball & Co Wealth Management held 151,234 shares of Alerian MLP ETF worth $7.96M as of Q1 2026.
Ball & Co Wealth Management bought 4,937 Alerian MLP ETF shares in Q1 2026, an estimated $251K.
Alerian MLP ETF made up 6.66% of Ball & Co Wealth Management's portfolio in Q1 2026, its #7 holding.
Ball & Co Wealth Management first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
Ball & Co Wealth Management's Alerian MLP ETF position peaked at $15.3M in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.