Concord Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Concord Wealth Partners’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	$9.33K	Buy	+180	New	+$9.45K	﹤0.01%	584
2023 Q3	–	Sell	-102	Closed	-$4.01K	–	1038
2023 Q2	$4.01K	Buy	102 +2	+2%	+$78	﹤0.01%	748
2023 Q1	$3.87K	Buy	100 +2	+2%	+$78	﹤0.01%	712
2022 Q4	$3.74K	Buy	+98	New	+$3.85K	﹤0.01%	822
2022 Q3	–	Sell	-95	Closed	-$3K	–	198
2022 Q2	$3K	Buy	95 +2	+2%	+$77	﹤0.01%	916
2022 Q1	$4K	Sell	93 -136	-59%	-$5K	﹤0.01%	941
2021 Q4	$8K	Buy	+229	New	+$7.76K	﹤0.01%	827

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

Concord Wealth Partners's AMLP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 180 shares worth $9.33K. The stake represents ﹤0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AMLP as recently as Q2 2023.

Concord Wealth Partners first reported a position in AMLP in Q4 2021 and has held it in 7 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Concord Wealth Partners held 180 shares of Alerian MLP ETF worth $9.33K as of Q2 2026.
Alerian MLP ETF was a new Concord Wealth Partners position in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #584 holding.
Concord Wealth Partners first reported a position in Alerian MLP ETF in Q4 2021 and has held it in 7 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.