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 Q2	$1.35M	Sell	26,018 -9,998	-28%	-$525K	0.03%	302
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 $1.89T 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

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

Daymark Wealth Partners reduced its Alerian MLP ETF (AMLP) stake by 28% in Q2 2026, selling an estimated $525K and leaving 26,018 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #302.

Daymark Wealth Partners first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.9M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Daymark Wealth Partners held 26,018 shares of Alerian MLP ETF worth $1.35M as of Q2 2026.
Daymark Wealth Partners sold 9,998 Alerian MLP ETF shares in Q2 2026, an estimated $525K.
Alerian MLP ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #302 holding.
Daymark Wealth Partners first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
Daymark Wealth Partners's Alerian MLP ETF position peaked at $1.9M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.