Element Wealth’s Alerian MLP ETF AMLP Stock Holding History

Element Wealth’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	$6.21M	Sell	119,697 -5,864	-5%	-$308K	2.32%	7
2026 Q1	$6.61M	Buy	125,561 +8,576	+7%	+$437K	2.73%	6
2025 Q4	$5.5M	Sell	116,985 -1,606	-1%	-$75.2K	2.27%	7
2025 Q3	$5.57M	Buy	118,591 +9,156	+8%	+$443K	2.42%	7
2025 Q2	$5.35M	Buy	+109,435	New	+$5.31M	2.46%	7

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

Element Wealth's AMLP Position: Q2 2026 in Review

Element Wealth reduced its Alerian MLP ETF (AMLP) stake by 4.7% in Q2 2026, selling an estimated $308K and leaving 119,697 shares worth $6.21M. The position accounts for 2.32% of the portfolio, ranked #7.

Element Wealth first reported a position in AMLP in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.61M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Element Wealth held 119,697 shares of Alerian MLP ETF worth $6.21M as of Q2 2026.
Element Wealth sold 5,864 Alerian MLP ETF shares in Q2 2026, an estimated $308K.
Alerian MLP ETF made up 2.32% of Element Wealth's portfolio in Q2 2026, its #7 holding.
Element Wealth first reported a position in Alerian MLP ETF in Q2 2025 and has held it in 5 quarters since.
Element Wealth's Alerian MLP ETF position peaked at $6.61M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.