Brookwood Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Brookwood Investment Group’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	$831K	Sell	16,027 -5,664	-26%	-$297K	0.09%	210
2026 Q1	$1.14M	Buy	21,691 +2,644	+14%	+$135K	0.14%	153
2025 Q4	$896K	Buy	19,047 +5,954	+45%	+$279K	0.11%	187
2025 Q3	$614K	Buy	13,093 +893	+7%	+$43.2K	0.08%	230
2025 Q2	$596K	Buy	12,200 +455	+4%	+$22.1K	0.1%	204
2025 Q1	$610K	Buy	+11,745	New	+$603K	0.1%	190

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

Brookwood Investment Group's AMLP Position: Q2 2026 in Review

Brookwood Investment Group reduced its Alerian MLP ETF (AMLP) stake by 26% in Q2 2026, selling an estimated $297K and leaving 16,027 shares worth $831K. The position accounts for 0.09% of the portfolio, ranked #210.

Brookwood Investment Group first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Brookwood Investment Group held 16,027 shares of Alerian MLP ETF worth $831K as of Q2 2026.
Brookwood Investment Group sold 5,664 Alerian MLP ETF shares in Q2 2026, an estimated $297K.
Alerian MLP ETF made up 0.09% of Brookwood Investment Group's portfolio in Q2 2026, its #210 holding.
Brookwood Investment Group first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Alerian MLP ETF position peaked at $1.14M in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.