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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Buy
30,166
+865
+3% +$45.4K 1.08% 23
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Boyce & Associates Wealth Consulting's AMLP Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Alerian MLP ETF (AMLP) stake by 3% in Q2 2026, buying an estimated $45.4K and bringing the position to 30,166 shares worth $1.56M. The position accounts for 1.08% of the portfolio, ranked #23.

Boyce & Associates Wealth Consulting first reported a position in AMLP in Q1 2023 and has held it in 14 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 30,166 shares of Alerian MLP ETF worth $1.56M as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 865 Alerian MLP ETF shares in Q2 2026, an estimated $45.4K.
  • Alerian MLP ETF made up 1.08% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #23 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 14 quarters since.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.