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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
Q2 		$26.1M Buy
503,526
+29,271
+6% +$1.54M 4.79% 2
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

FWL Investment Management's AMLP Position: Q2 2026 in Review

FWL Investment Management increased its Alerian MLP ETF (AMLP) stake by 6.2% in Q2 2026, buying an estimated $1.54M and bringing the position to 503,526 shares worth $26.1M. The position accounts for 4.79% of the portfolio, ranked #2.

FWL Investment Management first reported a position in AMLP in Q4 2020 and has held it in 23 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • FWL Investment Management held 503,526 shares of Alerian MLP ETF worth $26.1M as of Q2 2026.
  • FWL Investment Management bought 29,271 Alerian MLP ETF shares in Q2 2026, an estimated $1.54M.
  • Alerian MLP ETF made up 4.79% of FWL Investment Management's portfolio in Q2 2026, its #2 holding.
  • FWL Investment Management first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 23 quarters since.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.