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

Elevation 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 		$88.6K Sell
1,709
-120
-7% -$6.3K 0.03% 205
2026
Q1 		$96.3K Sell
1,829
-154
-8% -$7.84K 0.03% 173
2025
Q4 		$93.3K Sell
1,983
-73
-4% -$3.42K 0.03% 174
2025
Q3 		$96.5K Buy
2,056
+30
+1% +$1.45K 0.03% 179
2025
Q2 		$99K Buy
2,026
+29
+1% +$1.41K 0.04% 176
2025
Q1 		$104K Sell
1,997
-270
-12% -$13.9K 0.04% 167
2024
Q4 		$109K Buy
2,267
+42
+2% +$2.02K 0.05% 159
2024
Q3 		$105K Buy
2,225
+45
+2% +$2.13K 0.05% 157
2024
Q2 		$105K Buy
2,180
+39
+2% +$1.82K 0.05% 154
2024
Q1 		$102K Buy
2,141
+71
+3% +$3.19K 0.05% 161
2023
Q4 		$87.4K Hold
2,070
– – 0.05% 162
2023
Q3 		$87.4K Sell
2,070
-526
-20% -$21.6K 0.08% 104
2023
Q2 		$102K Sell
2,596
-98
-4% -$3.8K 0.09% 99
2023
Q1 		$104K Buy
+2,694
New +$106K 0.1% 96

Other funds holding AMLP

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Alerian MLP ETF (AMLP) stake by 6.6% in Q2 2026, selling an estimated $6.3K and leaving 1,709 shares worth $88.6K. The position accounts for 0.03% of the portfolio, ranked #205.

Elevation Wealth Partners first reported a position in AMLP in Q1 2023 and has held it in 14 quarters since. The position peaked at $109K in Q4 2024. 334 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Elevation Wealth Partners held 1,709 shares of Alerian MLP ETF worth $88.6K as of Q2 2026.
  • Elevation Wealth Partners sold 120 Alerian MLP ETF shares in Q2 2026, an estimated $6.3K.
  • Alerian MLP ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Elevation Wealth Partners first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Alerian MLP ETF position peaked at $109K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.