Corient Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

Corient Private Wealth’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	$4.79M	Sell	92,350 -47,588	-34%	-$2.5M	0.01%	925
2026 Q1	$6.4M	Buy	139,938 +12,435	+10%	+$633K	0.01%	768
2025 Q4	$6M	Buy	127,503 +13,148	+11%	+$616K	0.01%	712
2025 Q3	$5.37M	Sell	114,355 -25,733	-18%	-$1.24M	0.01%	688
2025 Q2	$6.84M	Buy	140,088 +33,819	+32%	+$1.64M	0.01%	617
2025 Q1	$5.52M	Sell	106,269 -21,935	-17%	-$1.13M	0.01%	660
2024 Q4	$4.72M	Buy	128,204 +35,849	+39%	+$1.72M	0.01%	718
2024 Q3	$4.35M	Sell	92,355 -21,848	-19%	-$1.03M	0.01%	791
2024 Q2	$5.48M	Sell	114,203 -6,264	-5%	-$293K	0.01%	684
2024 Q1	$5.72M	Sell	120,467 -7,282	-6%	-$327K	0.01%	677
2023 Q4	$5.43M	Sell	127,749 -3,657	-3%	-$155K	0.01%	681
2023 Q3	$5.55M	Buy	131,406 +25,830	+24%	+$1.06M	0.01%	623
2023 Q2	$4.14M	Sell	105,576 -1,970	-2%	-$76.4K	0.01%	681
2023 Q1	$4.16M	Buy	107,546 +31,845	+42%	+$1.25M	0.01%	637
2022 Q4	$2.88M	Buy	+75,701	New	+$2.98M	0.01%	621

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

Corient Private Wealth's AMLP Position: Q2 2026 in Review

Corient Private Wealth reduced its Alerian MLP ETF (AMLP) stake by 34% in Q2 2026, selling an estimated $2.5M and leaving 92,350 shares worth $4.79M. The position accounts for 0.01% of the portfolio, ranked #925.

Corient Private Wealth first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.84M in Q2 2025. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Corient Private Wealth held 92,350 shares of Alerian MLP ETF worth $4.79M as of Q2 2026.
Corient Private Wealth sold 47,588 Alerian MLP ETF shares in Q2 2026, an estimated $2.5M.
Alerian MLP ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #925 holding.
Corient Private Wealth first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's Alerian MLP ETF position peaked at $6.84M in Q2 2025.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.