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

Cassaday & 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	$107K	Hold	2,068	–	–	﹤0.01%	465
2026 Q1	$109K	Buy	+2,068	New	+$105K	﹤0.01%	440

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

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

Cassaday & Co Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 2,068 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Cassaday & Co Wealth Management first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $109K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Cassaday & Co Wealth Management held 2,068 shares of Alerian MLP ETF worth $107K as of Q2 2026.
Cassaday & Co Wealth Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #465 holding.
Cassaday & Co Wealth Management first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
Cassaday & Co Wealth Management's Alerian MLP ETF position peaked at $109K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.