Gentry Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

Gentry Private 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	$410K	Sell	7,796 -58	-0.7%	-$2.95K	0.25%	61
2025 Q4	$369K	Sell	7,854 -1,636	-17%	-$76.6K	0.23%	69
2025 Q3	$445K	Buy	9,490 +322	+4%	+$15.6K	0.31%	60
2025 Q2	$448K	Buy	9,168 +38	+0.4%	+$1.84K	0.34%	58
2025 Q1	$474K	Buy	+9,130	New	+$469K	0.39%	53
2024 Q4	–	Sell	-7,437	Closed	-$351K	–	36
2024 Q3	$351K	Sell	7,437 -72	-1%	-$3.4K	0.29%	64
2024 Q2	$360K	Buy	+7,509	New	+$351K	0.32%	59

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

Gentry Private Wealth's AMLP Position: Q1 2026 in Review

Gentry Private Wealth reduced its Alerian MLP ETF (AMLP) stake by 0.74% in Q1 2026, selling an estimated $2.95K and leaving 7,796 shares worth $410K. The position accounts for 0.25% of the portfolio, ranked #61.

Gentry Private Wealth first reported a position in AMLP in Q2 2024 and has held it in 7 quarters since. The position peaked at $474K in Q1 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Gentry Private Wealth held 7,796 shares of Alerian MLP ETF worth $410K as of Q1 2026.
Gentry Private Wealth sold 58 Alerian MLP ETF shares in Q1 2026, an estimated $2.95K.
Alerian MLP ETF made up 0.25% of Gentry Private Wealth's portfolio in Q1 2026, its #61 holding.
Gentry Private Wealth first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 7 quarters since.
Gentry Private Wealth's Alerian MLP ETF position peaked at $474K in Q1 2025.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.