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

EPG 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	$233K	Buy	4,496 +36	+0.8%	+$1.89K	0.06%	172
2026 Q1	$235K	Sell	4,460 -163	-4%	-$8.3K	0.06%	173
2025 Q4	$217K	Buy	4,623 +38	+0.8%	+$1.78K	0.06%	183
2025 Q3	$215K	Buy	4,585 +36	+0.8%	+$1.74K	0.06%	181
2025 Q2	$222K	Sell	4,549 -913	-17%	-$44.3K	0.07%	177
2025 Q1	$284K	Sell	5,462 -97	-2%	-$4.98K	0.08%	198
2024 Q4	$268K	Sell	5,559 -48	-0.9%	-$2.31K	0.07%	204
2024 Q3	$264K	Buy	+5,607	New	+$265K	0.07%	216
2024 Q2	–	Sell	-5,924	Closed	-$277K	–	219
2024 Q1	$281K	Hold	5,924	–	–	0.07%	223
2023 Q4	$257K	Buy	5,924 +121	+2%	+$5.13K	0.07%	218
2023 Q3	$245K	Buy	5,803 +66	+1%	+$2.71K	0.07%	214
2023 Q2	$225K	Buy	5,737 +98	+2%	+$3.8K	0.07%	219
2023 Q1	$218K	Buy	5,639 +84	+2%	+$3.29K	0.07%	221
2022 Q4	$211K	Buy	5,555 +79	+1%	+$3.11K	0.08%	205
2022 Q3	$200K	Buy	+5,476	New	+$208K	0.08%	200
2022 Q2	–	Sell	-6,399	Closed	-$245K	–	218
2022 Q1	$245K	Buy	6,399 +94	+1%	+$3.46K	0.08%	202
2021 Q4	$206K	Buy	6,305 +104	+2%	+$3.52K	0.07%	226
2021 Q3	$207K	Buy	6,201 +97	+2%	+$3.24K	0.08%	207
2021 Q2	$222K	Buy	+6,104	New	+$209K	0.09%	191
2020 Q2	–	Sell	-4,312	Closed	-$74K	–	165
2020 Q1	$74K	Buy	4,312 +2,299	+114%	+$77.9K	0.05%	221
2019 Q4	$86K	Buy	+2,013	New	+$84.5K	0.06%	166

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

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

EPG Wealth Management increased its Alerian MLP ETF (AMLP) stake by 0.81% in Q2 2026, buying an estimated $1.89K and bringing the position to 4,496 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #172.

EPG Wealth Management first reported a position in AMLP in Q4 2019 and has held it in 21 quarters since. The position peaked at $284K in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

EPG Wealth Management held 4,496 shares of Alerian MLP ETF worth $233K as of Q2 2026.
EPG Wealth Management bought 36 Alerian MLP ETF shares in Q2 2026, an estimated $1.89K.
Alerian MLP ETF made up 0.06% of EPG Wealth Management's portfolio in Q2 2026, its #172 holding.
EPG Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 21 quarters since.
EPG Wealth Management's Alerian MLP ETF position peaked at $284K in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.