Golden State Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Golden State Wealth 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	$102K	Sell	1,971 -31	-2%	-$1.63K	0.01%	569
2026 Q1	$105K	Sell	2,002 -94	-4%	-$4.79K	0.01%	507
2025 Q4	$98.6K	Buy	2,096 +4	+0.2%	+$187	0.01%	521
2025 Q3	$98.2K	Buy	2,092 +1,714	+453%	+$82.9K	0.01%	505
2025 Q2	$18.5K	Buy	378 +51	+16%	+$2.47K	﹤0.01%	908
2025 Q1	$17K	Buy	+327	New	+$16.8K	﹤0.01%	844
2020 Q2	–	Sell	-208	Closed	-$4K	–	231
2020 Q1	$4K	Buy	+208	New	+$7.05K	﹤0.01%	761
2019 Q4	–	Sell	-443	Closed	-$20K	–	94
2019 Q3	$20K	Sell	443 -200	-31%	-$9.46K	0.01%	609
2019 Q2	$31K	Sell	643 -277	-30%	-$13.7K	0.01%	545
2019 Q1	$46K	Buy	+920	New	+$45.1K	0.02%	460

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

Golden State Wealth Management's AMLP Position: Q2 2026 in Review

Golden State Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 1.5% in Q2 2026, selling an estimated $1.63K and leaving 1,971 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #569.

Golden State Wealth Management first reported a position in AMLP in Q1 2019 and has held it in 10 quarters since. The position peaked at $105K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Golden State Wealth Management held 1,971 shares of Alerian MLP ETF worth $102K as of Q2 2026.
Golden State Wealth Management sold 31 Alerian MLP ETF shares in Q2 2026, an estimated $1.63K.
Alerian MLP ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #569 holding.
Golden State Wealth Management first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Alerian MLP ETF position peaked at $105K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.