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CreativeOne Wealth’s Alerian MLP ETF AMLP Stock Holding History

CreativeOne 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
Q1 		$652K Sell
12,385
-1,433
-10% -$73K 0.02% 709
2025
Q4 		$650K Buy
13,818
+4,222
+44% +$198K 0.02% 695
2025
Q3 		$450K Buy
9,596
+194
+2% +$9.38K 0.01% 803
2025
Q2 		$459K Buy
9,402
+4,446
+90% +$216K 0.01% 772
2025
Q1 		$257K Buy
4,956
+504
+11% +$25.9K 0.01% 912
2024
Q4 		$214K Buy
+4,452
New +$214K 0.01% 998
2024
Q3 		– Sell
-4,510
Closed -$216K – 947
2024
Q2 		$216K Buy
4,510
+289
+7% +$13.5K 0.01% 706
2024
Q1 		$200K Sell
4,221
-527
-11% -$23.7K 0.01% 842
2023
Q4 		$202K Buy
+4,748
New +$201K 0.01% 601
2023
Q3 		– Sell
-12,252
Closed -$480K – 575
2023
Q2 		$480K Sell
12,252
-1,213
-9% -$47K 0.02% 505
2023
Q1 		$520K Buy
13,465
+3,985
+42% +$156K 0.03% 455
2022
Q4 		$361K Buy
9,480
+733
+8% +$28.8K 0.02% 523
2022
Q3 		$320K Sell
8,747
-346
-4% -$13.2K 0.02% 515
2022
Q2 		$313K Sell
9,093
-945
-9% -$36.3K 0.02% 542
2022
Q1 		$384K Sell
10,038
-677
-6% -$24.9K 0.02% 506
2021
Q4 		$351K Sell
10,715
-9,388
-47% -$318K 0.02% 553
2021
Q3 		$670K Buy
20,103
+3,036
+18% +$101K 0.04% 331
2021
Q2 		$621K Buy
17,067
+2,258
+15% +$77.5K 0.04% 337
2021
Q1 		$452K Buy
14,809
+2,088
+16% +$61K 0.03% 348
2020
Q4 		$327K Buy
+12,721
New +$306K 0.03% 357
2020
Q2 		– Sell
-8,840
Closed -$153K – 244
2020
Q1 		$153K Buy
8,840
+2,679
+43% +$90.7K 0.03% 187
2019
Q4 		$262K Buy
6,161
+1,385
+29% +$58.1K 0.04% 180
2019
Q3 		$218K Buy
+4,776
New +$226K 0.04% 164

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CreativeOne Wealth's AMLP Position: Q1 2026 in Review

CreativeOne Wealth reduced its Alerian MLP ETF (AMLP) stake by 10% in Q1 2026, selling an estimated $73K and leaving 12,385 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #709.

CreativeOne Wealth first reported a position in AMLP in Q3 2019 and has held it in 23 quarters since. The position peaked at $670K in Q3 2021. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • CreativeOne Wealth held 12,385 shares of Alerian MLP ETF worth $652K as of Q1 2026.
  • CreativeOne Wealth sold 1,433 Alerian MLP ETF shares in Q1 2026, an estimated $73K.
  • Alerian MLP ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #709 holding.
  • CreativeOne Wealth first reported a position in Alerian MLP ETF in Q3 2019 and has held it in 23 quarters since.
  • CreativeOne Wealth's Alerian MLP ETF position peaked at $670K in Q3 2021.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.