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

Bartlett & 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 Q2	$62.2K	Buy	+1,200	New	+$63K	﹤0.01%	696
2022 Q3	–	Sell	-271	Closed	-$9.34K	–	1181
2022 Q2	$9.34K	Hold	271	–	–	﹤0.01%	880
2022 Q1	$10.4K	Buy	+271	New	+$9.97K	﹤0.01%	825
2021 Q4	–	Sell	-271	Closed	-$9.03K	–	426
2021 Q3	$9.03K	Hold	271	–	–	﹤0.01%	713
2021 Q2	$9.87K	Hold	271	–	–	﹤0.01%	690
2021 Q1	$8.27K	Hold	271	–	–	﹤0.01%	753
2020 Q4	$6.95K	Hold	271	–	–	﹤0.01%	765
2020 Q3	$5.42K	Hold	271	–	–	﹤0.01%	732
2020 Q2	$6.69K	Hold	271	–	–	﹤0.01%	711
2020 Q1	$4.66K	Sell	271 -80	-23%	-$2.71K	﹤0.01%	726
2019 Q4	$14.9K	Hold	351	–	–	﹤0.01%	687
2019 Q3	$16K	Hold	351	–	–	﹤0.01%	687
2019 Q2	$17.3K	Buy	351 +80	+30%	+$3.96K	﹤0.01%	548
2019 Q1	$14K	Hold	271	–	–	﹤0.01%	553
2018 Q4	$11.8K	Hold	271	–	–	﹤0.01%	567
2018 Q3	$14.5K	Hold	271	–	–	﹤0.01%	577
2018 Q2	$13.7K	Hold	271	–	–	﹤0.01%	571
2018 Q1	$12.7K	Buy	+271	New	+$14.5K	﹤0.01%	587

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

Bartlett & Co Wealth Management's AMLP Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 1,200 shares worth $62.2K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in AMLP as recently as Q2 2022.

Bartlett & Co Wealth Management first reported a position in AMLP in Q1 2018 and has held it in 18 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Bartlett & Co Wealth Management held 1,200 shares of Alerian MLP ETF worth $62.2K as of Q2 2026.
Alerian MLP ETF was a new Bartlett & Co Wealth Management position in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #696 holding.
Bartlett & Co Wealth Management first reported a position in Alerian MLP ETF in Q1 2018 and has held it in 18 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.