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

Cornerstone 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	$1.41M	Buy	27,286 +1,951	+8%	+$102K	0.06%	277
2026 Q1	$1.33M	Buy	25,335 +16,378	+183%	+$834K	0.07%	256
2025 Q4	$421K	Buy	8,957 +3,972	+80%	+$186K	0.02%	468
2025 Q3	$234K	Buy	4,985 +69	+1%	+$3.34K	0.01%	603
2025 Q2	$240K	Buy	4,916 +19	+0.4%	+$921	0.01%	574
2025 Q1	$254K	Buy	4,897 +17	+0.3%	+$873	0.02%	514
2024 Q4	$235K	Buy	4,880 +18	+0.4%	+$865	0.02%	520
2024 Q3	$229K	Buy	4,862 +19	+0.4%	+$899	0.02%	515
2024 Q2	$232K	Buy	4,843 +17	+0.4%	+$794	0.02%	487
2024 Q1	$229K	Sell	4,826 -24	-0.5%	-$1.08K	0.02%	493
2023 Q4	$206K	Buy	4,850 +17	+0.4%	+$721	0.02%	497
2023 Q3	$204K	Buy	+4,833	New	+$198K	0.02%	504
2020 Q1	–	Sell	-3,441	Closed	-$146K	–	348
2019 Q4	$146K	Buy	+3,441	New	+$144K	0.02%	338
2019 Q2	–	Sell	-1,224	Closed	-$236K	–	368
2019 Q1	$236K	Buy	+1,224	New	+$60K	0.03%	451
2018 Q1	$98K	Sell	2,107 -419	-17%	-$22.4K	0.02%	377
2017 Q4	$142K	Sell	2,526 -112	-4%	-$5.99K	0.03%	394
2017 Q3	$148K	Sell	2,638 -646	-20%	-$36.9K	0.03%	381
2017 Q2	$194K	Buy	3,284 +5	+0.2%	+$305	0.04%	365
2017 Q1	$209K	Buy	+3,279	New	+$211K	0.05%	325

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

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

Cornerstone Wealth Management increased its Alerian MLP ETF (AMLP) stake by 7.7% in Q2 2026, buying an estimated $102K and bringing the position to 27,286 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #277.

Cornerstone Wealth Management first reported a position in AMLP in Q1 2017 and has held it in 19 quarters since. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Cornerstone Wealth Management held 27,286 shares of Alerian MLP ETF worth $1.41M as of Q2 2026.
Cornerstone Wealth Management bought 1,951 Alerian MLP ETF shares in Q2 2026, an estimated $102K.
Alerian MLP ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #277 holding.
Cornerstone Wealth Management first reported a position in Alerian MLP ETF in Q1 2017 and has held it in 19 quarters since.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.