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

Daymark 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 Q1	$1.9M	Buy	36,016 +3,951	+12%	+$201K	0.06%	212
2025 Q4	$1.51M	Sell	32,065 -1,469	-4%	-$68.8K	0.05%	228
2025 Q3	$1.57M	Buy	33,534 +998	+3%	+$48.3K	0.05%	221
2025 Q2	$1.59M	Buy	32,536 +1,099	+3%	+$53.3K	0.06%	205
2025 Q1	$1.63M	Buy	+31,437	New	+$1.61M	0.07%	189

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

Daymark Wealth Partners's AMLP Position: Q1 2026 in Review

Daymark Wealth Partners increased its Alerian MLP ETF (AMLP) stake by 12% in Q1 2026, buying an estimated $201K and bringing the position to 36,016 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #212.

Daymark Wealth Partners first reported a position in AMLP in Q1 2025 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Daymark Wealth Partners held 36,016 shares of Alerian MLP ETF worth $1.9M as of Q1 2026.
Daymark Wealth Partners bought 3,951 Alerian MLP ETF shares in Q1 2026, an estimated $201K.
Alerian MLP ETF made up 0.06% of Daymark Wealth Partners's portfolio in Q1 2026, its #212 holding.
Daymark Wealth Partners first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 5 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.