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

Dakota 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 Q1	$1.77M	Buy	33,678 +4,782	+17%	+$244K	0.04%	305
2025 Q4	$1.36M	Buy	+28,896	New	+$1.35M	0.02%	344
2017 Q4	–	Sell	-169,309	Closed	-$9.5M	–	78
2017 Q3	$9.5M	Buy	169,309 +3,278	+2%	+$187K	5.14%	4
2017 Q2	$9.93M	Buy	166,031 +12,151	+8%	+$741K	5.49%	3
2017 Q1	$9.78M	Buy	153,880 +3,365	+2%	+$216K	5.71%	3
2016 Q4	$9.48M	Buy	150,515 +9,566	+7%	+$591K	6.12%	3
2016 Q3	$8.94M	Buy	140,949 +10,507	+8%	+$665K	5.81%	3
2016 Q2	$8.3M	Buy	130,442 +18,758	+17%	+$1.13M	5.58%	3
2016 Q1	$6.1M	Buy	111,684 +8,895	+9%	+$452K	4.38%	10
2015 Q4	$6.19M	Buy	102,789 +168	+0.2%	+$10.5K	4.2%	12
2015 Q3	$6.4M	Buy	102,621 +1,407	+1%	+$102K	4.39%	10
2015 Q2	$7.87M	Buy	101,214 +6,326	+7%	+$526K	4.76%	6
2015 Q1	$7.86M	Buy	94,888 +8,495	+10%	+$718K	4.67%	7
2014 Q4	$7.59M	Buy	+86,393	New	+$7.83M	4.74%	8

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Dakota Wealth Management's AMLP Position: Q1 2026 in Review

Dakota Wealth Management increased its Alerian MLP ETF (AMLP) stake by 17% in Q1 2026, buying an estimated $244K and bringing the position to 33,678 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #305.

Dakota Wealth Management first reported a position in AMLP in Q4 2014 and has held it in 14 quarters since. The position peaked at $9.93M in Q2 2017. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Dakota Wealth Management held 33,678 shares of Alerian MLP ETF worth $1.77M as of Q1 2026.
Dakota Wealth Management bought 4,782 Alerian MLP ETF shares in Q1 2026, an estimated $244K.
Alerian MLP ETF made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #305 holding.
Dakota Wealth Management first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 14 quarters since.
Dakota Wealth Management's Alerian MLP ETF position peaked at $9.93M in Q2 2017.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.