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

EverSource 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	$6.48K	Hold	125	–	–	﹤0.01%	3150
2026 Q1	$6.58K	Hold	125	–	–	﹤0.01%	3131
2025 Q4	$5.88K	Hold	125	–	–	﹤0.01%	3057
2025 Q3	$5.87K	Hold	125	–	–	﹤0.01%	3088
2025 Q2	$6.11K	Hold	125	–	–	﹤0.01%	3067
2025 Q1	$6.49K	Hold	125	–	–	﹤0.01%	2361
2024 Q4	$6.02K	Hold	125	–	–	﹤0.01%	2262
2024 Q3	$5.89K	Hold	125	–	–	﹤0.01%	2158
2024 Q2	$6.01K	Hold	125	–	–	﹤0.01%	2147
2024 Q1	$5.86K	Buy	+125	New	+$5.62K	﹤0.01%	1970
2023 Q3	–	Sell	-11,713	Closed	-$459K	–	2498
2023 Q2	$459K	Hold	11,713	–	–	0.05%	238
2023 Q1	$453K	Hold	11,713	–	–	0.06%	229
2022 Q4	$446K	Hold	11,713	–	–	0.07%	213
2022 Q3	$428K	Buy	+11,713	New	+$446K	0.1%	193

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

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

EverSource Wealth Advisors held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 125 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3150.

EverSource Wealth Advisors first reported a position in AMLP in Q3 2022 and has held it in 14 quarters since. The position peaked at $459K in Q2 2023. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

EverSource Wealth Advisors held 125 shares of Alerian MLP ETF worth $6.48K as of Q2 2026.
EverSource Wealth Advisors left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3150 holding.
EverSource Wealth Advisors first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Alerian MLP ETF position peaked at $459K in Q2 2023.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.