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BAWC
Boyce & Associates Wealth Consulting’s
Alerian MLP ETF
AMLP
Stock Holding History
Boyce & Associates Wealth Consulting’s Portfolio
AMLP Stock Details
AMLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.54M
Sell
29,301
-2,383
-8%
-$121K
1.17%
21
2025
Q4
$1.49M
Buy
31,684
+9
+0%
+$421
1.25%
20
2025
Q3
$1.49M
Buy
31,675
+3,559
+13%
+$172K
1.22%
19
2025
Q2
$1.37M
Buy
28,116
+1,212
+5%
+$58.8K
1.25%
20
2025
Q1
$1.4M
Buy
26,904
+1,918
+8%
+$98.5K
1.4%
16
2024
Q4
$1.2M
Buy
24,986
+4,062
+19%
+$195K
1.22%
17
2024
Q3
$986K
Buy
20,924
+1,007
+5%
+$47.6K
1.02%
18
2024
Q2
$956K
Buy
19,917
+4,232
+27%
+$198K
1.12%
16
2024
Q1
$744K
Buy
15,685
+2,078
+15%
+$93.3K
0.96%
20
2023
Q4
$579K
Buy
13,607
+511
+4%
+$21.7K
0.84%
23
2023
Q3
$553K
Buy
13,096
+615
+5%
+$25.2K
0.92%
22
2023
Q2
$489K
Sell
12,481
-8,946
-42%
-$347K
0.82%
22
2023
Q1
$834K
Buy
+21,427
New
+$840K
1.49%
17
Other funds holding AMLP
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$1.66T AUM
25.57%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
Goldman Sachs
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$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
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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