HB Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

HB 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	$450K	Hold	8,674	–	–	﹤0.01%	1159
2026 Q1	$457K	Buy	8,674 +291	+3%	+$14.8K	﹤0.01%	1019
2025 Q4	$394K	Buy	8,383 +851	+11%	+$39.8K	﹤0.01%	996
2025 Q3	$353K	Buy	7,532 +1,311	+21%	+$63.4K	﹤0.01%	995
2025 Q2	$304K	Sell	6,221 -1,635	-21%	-$79.3K	﹤0.01%	934
2025 Q1	$408K	Buy	7,856 +1,714	+28%	+$88K	﹤0.01%	837
2024 Q4	$295K	Sell	6,142 -1,443	-19%	-$69.4K	﹤0.01%	821
2024 Q3	$357K	Buy	7,585 +1,503	+25%	+$71.1K	﹤0.01%	697
2024 Q2	$292K	Hold	6,082	–	–	﹤0.01%	720
2024 Q1	$289K	Hold	6,082	–	–	﹤0.01%	674
2023 Q4	$259K	Hold	6,082	–	–	﹤0.01%	662
2023 Q3	$257K	Buy	6,082 +382	+7%	+$15.7K	﹤0.01%	611
2023 Q2	$223K	Hold	5,700	–	–	﹤0.01%	640
2023 Q1	$220K	Sell	5,700 -36	-0.6%	-$1.41K	﹤0.01%	646
2022 Q4	$218K	Buy	+5,736	New	+$226K	﹤0.01%	625

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

HB Wealth Management's AMLP Position: Q2 2026 in Review

HB Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 8,674 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

HB Wealth Management first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $457K in Q1 2026. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

HB Wealth Management held 8,674 shares of Alerian MLP ETF worth $450K as of Q2 2026.
HB Wealth Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1159 holding.
HB Wealth Management first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
HB Wealth Management's Alerian MLP ETF position peaked at $457K in Q1 2026.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.