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 Q3	$1.38M	Sell	26,511 -775	-3%	-$42.2K	0.06%	278
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

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Cornerstone Wealth Management's AMLP Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 2.8% in Q3 2026, selling an estimated $42.2K and leaving 26,511 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #278.

Cornerstone Wealth Management first reported a position in AMLP in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.41M in Q2 2026. 547 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Cornerstone Wealth Management held 26,511 shares of Alerian MLP ETF worth $1.38M as of Q3 2026.
Cornerstone Wealth Management sold 775 Alerian MLP ETF shares in Q3 2026, an estimated $42.2K.
Alerian MLP ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q3 2026, its #278 holding.
Cornerstone Wealth Management first reported a position in Alerian MLP ETF in Q1 2017 and has held it in 20 quarters since.
Cornerstone Wealth Management's Alerian MLP ETF position peaked at $1.41M in Q2 2026.
547 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.