Focus Partners Wealth’s Alerian MLP ETF AMLP Stock Holding History

Focus Partners Wealth’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	$16.8M	Buy	319,667 +1,966	+0.6%	+$100K	0.02%	549
2025 Q4	$14.9M	Sell	317,701 -1,650	-0.5%	-$77.2K	0.02%	569
2025 Q3	$15M	Buy	319,351 +34,432	+12%	+$1.66M	0.02%	459
2025 Q2	$13.9M	Buy	284,919 +184,007	+182%	+$8.92M	0.03%	436
2025 Q1	$5.24M	Buy	100,912 +4,642	+5%	+$238K	0.01%	610
2024 Q4	$4.64M	Buy	96,270 +58,906	+158%	+$2.83M	0.01%	626
2024 Q3	$1.76M	Sell	37,364 -37,947	-50%	-$1.79M	0.01%	799
2024 Q2	$3.61M	Buy	75,311 +29,358	+64%	+$1.37M	0.01%	553
2024 Q1	$2.18M	Buy	+45,953	New	+$2.06M	0.02%	461

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

Focus Partners Wealth's AMLP Position: Q1 2026 in Review

Focus Partners Wealth increased its Alerian MLP ETF (AMLP) stake by 0.62% in Q1 2026, buying an estimated $100K and bringing the position to 319,667 shares worth $16.8M. The position accounts for 0.02% of the portfolio, ranked #549.

Focus Partners Wealth first reported a position in AMLP in Q1 2024 and has held it in 9 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Focus Partners Wealth held 319,667 shares of Alerian MLP ETF worth $16.8M as of Q1 2026.
Focus Partners Wealth bought 1,966 Alerian MLP ETF shares in Q1 2026, an estimated $100K.
Alerian MLP ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #549 holding.
Focus Partners Wealth first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 9 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.