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Collaborative Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Collaborative 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
Q1 		– Sell
-5,448
Closed -$256K – 165
2025
Q4 		$256K Sell
5,448
-571
-9% -$26.7K 0.09% 189
2025
Q3 		$282K Sell
6,019
-235
-4% -$11.4K 0.11% 153
2025
Q2 		$306K Buy
6,254
+31
+0.5% +$1.5K 0.13% 135
2025
Q1 		$323K Buy
6,223
+9
+0.1% +$462 0.15% 119
2024
Q4 		$299K Buy
6,214
+9
+0.1% +$433 0.14% 129
2024
Q3 		$292K Sell
6,205
-87
-1% -$4.12K 0.13% 132
2024
Q2 		$302K Buy
6,292
+9
+0.1% +$421 0.15% 121
2024
Q1 		$298K Sell
6,283
-3
-0% -$135 0.15% 124
2023
Q4 		$267K Buy
6,286
+30
+0.5% +$1.27K 0.14% 128
2023
Q3 		$264K Buy
6,256
+29
+0.5% +$1.19K 0.16% 129
2023
Q2 		$244K Buy
6,227
+32
+0.5% +$1.24K 0.15% 142
2023
Q1 		$239K Buy
6,195
+26
+0.4% +$1.02K 0.15% 150
2022
Q4 		$235K Buy
6,169
+222
+4% +$8.73K 0.15% 152
2022
Q3 		$217K Buy
5,947
+4
+0.1% +$152 0.15% 154
2022
Q2 		$205K Buy
+5,943
New +$228K 0.13% 176
2021
Q4 		$207K Buy
+6,323
New +$214K 0.11% 193
2021
Q1 		$227K Buy
+5,922
New +$173K 0.13% 175

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

Collaborative Wealth Management's AMLP Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 5,448 shares — an estimated $256K sold.

Collaborative Wealth Management first reported a position in AMLP in Q1 2021 and held it in 17 quarters. The position peaked at $323K in Q1 2025. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 5,448 Alerian MLP ETF shares in Q1 2026, an estimated $256K.
  • Collaborative Wealth Management first reported a position in Alerian MLP ETF in Q1 2021 and held it in 17 quarters.
  • Collaborative Wealth Management's Alerian MLP ETF position peaked at $323K in Q1 2025.
  • 816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.