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FWL Investment Management’s Alerian MLP ETF AMLP Stock Holding History

FWL Investment 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 		$25M Buy
474,255
+81,859
+21% +$4.17M 5.48% 2
2025
Q4 		$18.5M Buy
392,396
+51,329
+15% +$2.4M 4.44% 3
2025
Q3 		$16M Buy
341,067
+87,702
+35% +$4.24M 4.17% 6
2025
Q2 		$12.4M Buy
253,365
+17,769
+8% +$862K 3.79% 8
2025
Q1 		$12.2M Buy
235,596
+18,689
+9% +$960K 4.55% 5
2024
Q4 		$10.4M Buy
216,907
+59,122
+37% +$2.84M 3.8% 6
2024
Q3 		$7.44M Buy
157,785
+27,982
+22% +$1.32M 2.85% 13
2024
Q2 		$6.23M Buy
129,803
+1,038
+0.8% +$48.5K 3.14% 14
2024
Q1 		$6.11M Sell
128,765
-45,396
-26% -$2.04M 3.37% 11
2023
Q4 		$7.41M Sell
174,161
-57,085
-25% -$2.42M 4.31% 7
2023
Q3 		$9.76M Buy
231,246
+5,962
+3% +$245K 6.55% 1
2023
Q2 		$8.83M Sell
225,284
-2,995
-1% -$116K 6.03% 4
2023
Q1 		$8.82M Sell
228,279
-10,151
-4% -$398K 6.5% 2
2022
Q4 		$9.08M Sell
238,430
-12,900
-5% -$507K 6.88% 3
2022
Q3 		$9.19M Buy
251,330
+32,073
+15% +$1.22M 8.13% 2
2022
Q2 		$7.55M Sell
219,257
-35,328
-14% -$1.36M 5.48% 2
2022
Q1 		$9.75M Sell
254,585
-83
-0% -$3.05K 6.02% 2
2021
Q4 		$8.34M Buy
254,668
+8,797
+4% +$298K 5.09% 6
2021
Q3 		$8.2M Sell
245,871
-25,674
-9% -$857K 5.15% 4
2021
Q2 		$9.89M Buy
271,545
+12,106
+5% +$415K 6% 2
2021
Q1 		$7.91M Buy
259,439
+30,688
+13% +$896K 5.33% 3
2020
Q4 		$5.87M Buy
+228,751
New +$5.5M 4.49% 3

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FWL Investment Management's AMLP Position: Q1 2026 in Review

FWL Investment Management increased its Alerian MLP ETF (AMLP) stake by 21% in Q1 2026, buying an estimated $4.17M and bringing the position to 474,255 shares worth $25M. The position accounts for 5.48% of the portfolio, ranked #2.

FWL Investment Management first reported a position in AMLP in Q4 2020 and has held it in 22 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • FWL Investment Management held 474,255 shares of Alerian MLP ETF worth $25M as of Q1 2026.
  • FWL Investment Management bought 81,859 Alerian MLP ETF shares in Q1 2026, an estimated $4.17M.
  • Alerian MLP ETF made up 5.48% of FWL Investment Management's portfolio in Q1 2026, its #2 holding.
  • FWL Investment Management first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 22 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.