Brandywine Oak Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

Brandywine Oak 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	$243K	Sell	4,693 -1,021	-18%	-$53.6K	0.02%	219
2026 Q1	$301K	Buy	5,714 +146	+3%	+$7.43K	0.03%	190
2025 Q4	$262K	Hold	5,568	–	–	0.02%	211
2025 Q3	$261K	Hold	5,568	–	–	0.02%	211
2025 Q2	$272K	Buy	5,568 +100	+2%	+$4.85K	0.03%	197
2025 Q1	$284K	Buy	5,468 +40	+0.7%	+$2.05K	0.03%	191
2024 Q4	$261K	Hold	5,428	–	–	0.03%	197
2024 Q3	$256K	Buy	5,428 +95	+2%	+$4.49K	0.02%	209
2024 Q2	$256K	Hold	5,333	–	–	0.03%	204
2024 Q1	$253K	Buy	+5,333	New	+$240K	0.03%	208
2019 Q1	–	Sell	-281	Closed	-$12K	–	232
2018 Q4	$12K	Buy	+281	New	+$13.8K	﹤0.01%	490

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Brandywine Oak Private Wealth's AMLP Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Alerian MLP ETF (AMLP) stake by 18% in Q2 2026, selling an estimated $53.6K and leaving 4,693 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #219.

Brandywine Oak Private Wealth first reported a position in AMLP in Q4 2018 and has held it in 11 quarters since. The position peaked at $301K in Q1 2026. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Brandywine Oak Private Wealth held 4,693 shares of Alerian MLP ETF worth $243K as of Q2 2026.
Brandywine Oak Private Wealth sold 1,021 Alerian MLP ETF shares in Q2 2026, an estimated $53.6K.
Alerian MLP ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #219 holding.
Brandywine Oak Private Wealth first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 11 quarters since.
Brandywine Oak Private Wealth's Alerian MLP ETF position peaked at $301K in Q1 2026.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.