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

Copia 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	$18.7K	Hold	360	–	–	0.01%	287
2026 Q1	$18.9K	Hold	360	–	–	0.01%	272
2025 Q4	$16.9K	Sell	360 -266	-42%	-$12.5K	0.01%	275
2025 Q3	$29.4K	Sell	626 -204	-25%	-$9.86K	0.02%	233
2025 Q2	$40.6K	Buy	830 +93	+13%	+$4.51K	0.03%	180
2025 Q1	$38.3K	Buy	+737	New	+$37.8K	0.04%	177

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

Copia Wealth Management's AMLP Position: Q2 2026 in Review

Copia Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 360 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #287.

Copia Wealth Management first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.6K in Q2 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Copia Wealth Management held 360 shares of Alerian MLP ETF worth $18.7K as of Q2 2026.
Copia Wealth Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #287 holding.
Copia Wealth Management first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
Copia Wealth Management's Alerian MLP ETF position peaked at $40.6K in Q2 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.