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

Endowment 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 Q1	$659K	Sell	12,516 -2,991	-19%	-$152K	0.29%	67
2025 Q4	$729K	Buy	15,507 +1,197	+8%	+$56K	0.34%	63
2025 Q3	$672K	Buy	14,310 +692	+5%	+$33.5K	0.3%	70
2025 Q2	$665K	Sell	13,618 -127	-0.9%	-$6.16K	0.34%	61
2025 Q1	$714K	Sell	13,745 -1,924	-12%	-$98.8K	0.46%	55
2024 Q4	$755K	Buy	15,669 +620	+4%	+$29.8K	0.51%	52
2024 Q3	$709K	Buy	15,049 +590	+4%	+$27.9K	0.47%	54
2024 Q2	$694K	Buy	14,459 +268	+2%	+$12.5K	0.51%	53
2024 Q1	$673K	Sell	14,191 -2,016	-12%	-$90.6K	0.5%	50
2023 Q4	$689K	Buy	16,207 +121	+0.8%	+$5.13K	0.57%	43
2023 Q3	$679K	Buy	16,086 +316	+2%	+$13K	0.61%	43
2023 Q2	$618K	Buy	15,770 +175	+1%	+$6.79K	0.57%	44
2023 Q1	$598K	Buy	15,595 +1,337	+9%	+$52.4K	0.6%	40
2022 Q4	$543K	Sell	14,258 -184	-1%	-$7.23K	0.6%	38
2022 Q3	$528K	Buy	14,442 +122	+0.9%	+$4.64K	0.64%	39
2022 Q2	$493K	Buy	14,320 +337	+2%	+$12.9K	0.59%	44
2022 Q1	$536K	Sell	13,983 -6,052	-30%	-$223K	0.56%	41
2021 Q4	$656K	Buy	+20,035	New	+$679K	0.66%	30

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

Endowment Wealth Management's AMLP Position: Q1 2026 in Review

Endowment Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 19% in Q1 2026, selling an estimated $152K and leaving 12,516 shares worth $659K. The position accounts for 0.29% of the portfolio, ranked #67.

Endowment Wealth Management first reported a position in AMLP in Q4 2021 and has held it in 18 quarters since. The position peaked at $755K in Q4 2024. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Endowment Wealth Management held 12,516 shares of Alerian MLP ETF worth $659K as of Q1 2026.
Endowment Wealth Management sold 2,991 Alerian MLP ETF shares in Q1 2026, an estimated $152K.
Alerian MLP ETF made up 0.29% of Endowment Wealth Management's portfolio in Q1 2026, its #67 holding.
Endowment Wealth Management first reported a position in Alerian MLP ETF in Q4 2021 and has held it in 18 quarters since.
Endowment Wealth Management's Alerian MLP ETF position peaked at $755K in Q4 2024.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.