EWM
AMLP icon

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

Edge 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
Q2 		$565K Buy
10,899
+1,609
+17% +$84.5K 0.1% 46
2026
Q1 		$489K Hold
9,290
– – 0.08% 50
2025
Q4 		$437K Sell
9,290
-2,422
-21% -$113K 0.08% 50
2025
Q3 		$550K Buy
11,712
+1,211
+12% +$58.6K 0.1% 49
2025
Q2 		$513K Sell
10,501
-4,275
-29% -$207K 0.1% 49
2025
Q1 		$767K Buy
14,776
+20
+0.1% +$1.03K 0.16% 36
2024
Q4 		$711K Buy
14,756
+40
+0.3% +$1.92K 0.14% 40
2024
Q3 		$694K Buy
14,716
+8,521
+138% +$403K 0.14% 39
2024
Q2 		$297K Hold
6,195
– – 0.06% 60
2024
Q1 		$294K Hold
6,195
– – 0.06% 61
2023
Q4 		$263K Hold
6,195
– – 0.06% 62
2023
Q3 		$261K Hold
6,195
– – 0.06% 60
2023
Q2 		$243K Hold
6,195
– – 0.05% 64
2023
Q1 		$239K Hold
6,195
– – 0.05% 59
2022
Q4 		$234K Hold
6,195
– – 0.05% 69
2022
Q3 		$229K Hold
6,195
– – 0.05% 67
2022
Q2 		$213K Sell
6,195
-14,104
-69% -$541K 0.05% 75
2022
Q1 		$777K Sell
20,299
-10,476
-34% -$385K 0.15% 53
2021
Q4 		$1.01M Buy
30,775
+1,034
+3% +$35K 0.18% 53
2021
Q3 		$991K Buy
29,741
+12
+0% +$401 0.19% 55
2021
Q2 		$1.09M Sell
29,729
-7,990
-21% -$274K 0.22% 54
2021
Q1 		$1.15M Sell
37,719
-1,988
-5% -$58.1K 0.24% 54
2020
Q4 		$1.02M Sell
39,707
-6,844
-15% -$164K 0.23% 56
2020
Q3 		$930K Sell
46,551
-42,530
-48% -$984K 0.21% 56
2020
Q2 		$2.2M Buy
89,081
+8,229
+10% +$202K 0.42% 49
2020
Q1 		$1.32M Buy
+80,852
New +$2.74M 0.29% 53
2019
Q4 		– Sell
-76,343
Closed -$3.49M – 596
2019
Q3 		$3.49M Buy
76,343
+6,742
+10% +$319K 0.8% 34
2019
Q2 		$3.42M Sell
69,601
-755
-1% -$37.3K 0.76% 36
2019
Q1 		$3.53M Buy
70,356
+2,486
+4% +$122K 0.87% 33
2018
Q4 		$2.96M Sell
67,870
-348,528
-84% -$17.1M 0.84% 32
2018
Q3 		$22.2M Buy
416,398
+25,274
+6% +$1.36M 5.34% 1
2018
Q2 		$19.8M Sell
391,124
-7,447
-2% -$378K 5.03% 1
2018
Q1 		$18.7M Buy
398,571
+82,033
+26% +$4.39M 4.96% 1
2017
Q4 		$17.1M Buy
316,538
+125,544
+66% +$6.72M 4.85% 2
2017
Q3 		$10.8M Buy
190,994
+36,979
+24% +$2.11M 3.25% 11
2017
Q2 		$9.22M Buy
154,015
+147,346
+2,209% +$8.98M 2.9% 13
2017
Q1 		$424K Buy
6,669
+5,158
+341% +$331K 0.15% 81
2016
Q4 		$95K Sell
1,511
-360
-19% -$22.2K 0.04% 156
2016
Q3 		$119K Sell
1,871
-2,150
-53% -$136K 0.05% 129
2016
Q2 		$258K Hold
4,021
– – 0.11% 98
2016
Q1 		$219K Sell
4,021
-43,118
-91% -$2.19M 0.1% 99
2015
Q4 		$2.8M Sell
47,139
-29,999
-39% -$1.88M 1.06% 31
2015
Q3 		$4.63M Buy
77,138
+63,629
+471% +$4.63M 1.74% 22
2015
Q2 		$1.05M Sell
13,509
-2,563
-16% -$213K 0.36% 46
2015
Q1 		$1.34M Buy
16,072
+14,907
+1,280% +$1.26M 0.45% 45
2014
Q4 		$103K Buy
+1,165
New +$106K 0.04% 139

Other funds holding AMLP

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Edge Wealth Management's AMLP Position: Q2 2026 in Review

Edge Wealth Management increased its Alerian MLP ETF (AMLP) stake by 17% in Q2 2026, buying an estimated $84.5K and bringing the position to 10,899 shares worth $565K. The position accounts for 0.1% of the portfolio, ranked #46.

Edge Wealth Management first reported a position in AMLP in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.2M in Q3 2018. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Edge Wealth Management held 10,899 shares of Alerian MLP ETF worth $565K as of Q2 2026.
  • Edge Wealth Management bought 1,609 Alerian MLP ETF shares in Q2 2026, an estimated $84.5K.
  • Alerian MLP ETF made up 0.1% of Edge Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Edge Wealth Management first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 46 quarters since.
  • Edge Wealth Management's Alerian MLP ETF position peaked at $22.2M in Q3 2018.
  • 127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.