EP Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

EP Wealth Advisors’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	$26.9M	Buy	517,943 +3,258	+0.6%	+$171K	0.1%	143
2026 Q1	$27.1M	Sell	514,685 -3,634	-0.7%	-$185K	0.13%	110
2025 Q4	$24.4M	Buy	+518,319	New	+$24.3M	0.13%	114
2025 Q2	$26M	Buy	531,882 +1,380	+0.3%	+$66.9K	0.17%	100
2025 Q1	$27.6M	Buy	530,502 +7,124	+1%	+$366K	0.22%	85
2024 Q4	$25.2M	Buy	523,378 +11,936	+2%	+$574K	0.21%	91
2024 Q3	$24.1M	Buy	511,442 +506,582	+10,423%	+$24M	0.21%	94
2024 Q2	$233K	Buy	4,860 +50	+1%	+$2.34K	﹤0.01%	722
2024 Q1	$228K	Buy	+4,810	New	+$216K	﹤0.01%	704
2018 Q2	–	Sell	-25,952	Closed	-$1.22M	–	190
2018 Q1	$1.22M	Buy	+25,952	New	+$1.39M	0.12%	86

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

EP Wealth Advisors's AMLP Position: Q2 2026 in Review

EP Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 0.63% in Q2 2026, buying an estimated $171K and bringing the position to 517,943 shares worth $26.9M. The position accounts for 0.1% of the portfolio, ranked #143.

EP Wealth Advisors first reported a position in AMLP in Q1 2018 and has held it in 10 quarters since. The position peaked at $27.6M in Q1 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

EP Wealth Advisors held 517,943 shares of Alerian MLP ETF worth $26.9M as of Q2 2026.
EP Wealth Advisors bought 3,258 Alerian MLP ETF shares in Q2 2026, an estimated $171K.
Alerian MLP ETF made up 0.1% of EP Wealth Advisors's portfolio in Q2 2026, its #143 holding.
EP Wealth Advisors first reported a position in Alerian MLP ETF in Q1 2018 and has held it in 10 quarters since.
EP Wealth Advisors's Alerian MLP ETF position peaked at $27.6M in Q1 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.