Ballast Rock Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

Ballast Rock Private Wealth’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	$662K	Hold	12,759	–	–	0.31%	82
2026 Q1	$672K	Hold	12,759	–	–	0.37%	75
2025 Q4	$600K	Buy	+12,759	New	+$597K	0.37%	77

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

Ballast Rock Private Wealth's AMLP Position: Q2 2026 in Review

Ballast Rock Private Wealth held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 12,759 shares worth $662K. The position accounts for 0.31% of the portfolio, ranked #82.

Ballast Rock Private Wealth first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $672K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Ballast Rock Private Wealth held 12,759 shares of Alerian MLP ETF worth $662K as of Q2 2026.
Ballast Rock Private Wealth left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.31% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #82 holding.
Ballast Rock Private Wealth first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
Ballast Rock Private Wealth's Alerian MLP ETF position peaked at $672K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.