Cura Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Cura Wealth Advisors’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	$2.28M	Buy	44,035 +1,185	+3%	+$62.2K	0.97%	17
2026 Q1	$2.26M	Buy	42,850 +25	+0.1%	+$1.27K	1.01%	17
2025 Q4	$2.01M	Buy	42,825 +13,345	+45%	+$625K	0.76%	21
2025 Q3	$1.38M	Buy	29,480 +3,180	+12%	+$154K	0.53%	28
2025 Q2	$1.29M	Sell	26,300 -33	-0.1%	-$1.6K	0.51%	28
2025 Q1	$1.37M	Hold	26,333	–	–	0.55%	26
2024 Q4	$1.27M	Buy	+26,333	New	+$1.27M	0.56%	29

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

Cura Wealth Advisors's AMLP Position: Q2 2026 in Review

Cura Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 2.8% in Q2 2026, buying an estimated $62.2K and bringing the position to 44,035 shares worth $2.28M. The position accounts for 0.97% of the portfolio, ranked #17.

Cura Wealth Advisors first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Cura Wealth Advisors held 44,035 shares of Alerian MLP ETF worth $2.28M as of Q2 2026.
Cura Wealth Advisors bought 1,185 Alerian MLP ETF shares in Q2 2026, an estimated $62.2K.
Alerian MLP ETF made up 0.97% of Cura Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Cura Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.