Cyndeo Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Cyndeo Wealth Partners’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	$5.67M	Buy	109,273 +156	+0.1%	+$8.19K	0.27%	98
2026 Q1	$5.74M	Buy	109,117 +184	+0.2%	+$9.37K	0.3%	90
2025 Q4	$5.12M	Buy	108,933 +6,205	+6%	+$290K	0.28%	91
2025 Q3	$4.82M	Sell	102,728 -211	-0.2%	-$10.2K	0.27%	97
2025 Q2	$5.03M	Sell	102,939 -1,981	-2%	-$96.1K	0.3%	94
2025 Q1	$5.45M	Sell	104,920 -1,774	-2%	-$91.1K	0.36%	86
2024 Q4	$5.14M	Buy	106,694 +42,290	+66%	+$2.03M	0.35%	85
2024 Q3	$3.04M	Buy	64,404 +2,105	+3%	+$99.6K	0.21%	126
2024 Q2	$2.99M	Buy	62,299 +1,867	+3%	+$87.2K	0.23%	123
2024 Q1	$2.87M	Buy	60,432 +13,838	+30%	+$622K	0.24%	120
2023 Q4	$1.98M	Buy	46,594 +3,579	+8%	+$152K	0.18%	142
2023 Q3	$1.82M	Buy	43,015 +176	+0.4%	+$7.22K	0.19%	132
2023 Q2	$1.68M	Sell	42,839 -4,873	-10%	-$189K	0.18%	139
2023 Q1	$1.84M	Buy	47,712 +5,369	+13%	+$210K	0.2%	134
2022 Q4	$1.61M	Buy	+42,343	New	+$1.66M	0.19%	137

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

Cyndeo Wealth Partners's AMLP Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Alerian MLP ETF (AMLP) stake by 0.14% in Q2 2026, buying an estimated $8.19K and bringing the position to 109,273 shares worth $5.67M. The position accounts for 0.27% of the portfolio, ranked #98.

Cyndeo Wealth Partners first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.74M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Cyndeo Wealth Partners held 109,273 shares of Alerian MLP ETF worth $5.67M as of Q2 2026.
Cyndeo Wealth Partners bought 156 Alerian MLP ETF shares in Q2 2026, an estimated $8.19K.
Alerian MLP ETF made up 0.27% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #98 holding.
Cyndeo Wealth Partners first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Alerian MLP ETF position peaked at $5.74M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.