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

Evermay 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	–	Sell	-5	Closed	-$236	–	596
2025 Q4	$236	Hold	5	–	–	﹤0.01%	555
2025 Q3	$235	Hold	5	–	–	﹤0.01%	534
2025 Q2	$245	Buy	+5	New	+$242	﹤0.01%	546

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

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

Evermay Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 5 shares — an estimated $236 sold.

Evermay Wealth Management first reported a position in AMLP in Q2 2025 and held it in 3 quarters. The position peaked at $245 in Q2 2025. 817 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Evermay Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
Evermay Wealth Management sold 5 Alerian MLP ETF shares in Q1 2026, an estimated $236.
Evermay Wealth Management first reported a position in Alerian MLP ETF in Q2 2025 and held it in 3 quarters.
Evermay Wealth Management's Alerian MLP ETF position peaked at $245 in Q2 2025.
817 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.