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 Q2	$15.1M	Sell	290,720 -28,947	-9%	-$1.52M	0.02%	589
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 $1.89T 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

Focus Partners Wealth's AMLP Position: Q2 2026 in Review

Focus Partners Wealth reduced its Alerian MLP ETF (AMLP) stake by 9.1% in Q2 2026, selling an estimated $1.52M and leaving 290,720 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #589.

Focus Partners Wealth first reported a position in AMLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.8M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Focus Partners Wealth held 290,720 shares of Alerian MLP ETF worth $15.1M as of Q2 2026.
Focus Partners Wealth sold 28,947 Alerian MLP ETF shares in Q2 2026, an estimated $1.52M.
Alerian MLP ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #589 holding.
Focus Partners Wealth first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 10 quarters since.
Focus Partners Wealth's Alerian MLP ETF position peaked at $16.8M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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