HBW Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

HBW Advisory Services’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	$239K	Buy	+4,619	New	+$242K	0.02%	423
2023 Q1	–	Sell	-5,426	Closed	-$207K	–	259
2022 Q4	$207K	Sell	5,426 -28,084	-84%	-$1.1M	0.05%	245
2022 Q3	$1.23M	Buy	+33,510	New	+$1.28M	0.34%	80
2021 Q3	–	Sell	-13,598	Closed	-$495K	–	246
2021 Q2	$495K	Buy	13,598 +813	+6%	+$27.9K	0.13%	152
2021 Q1	$390K	Buy	+12,785	New	+$373K	0.1%	160

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

HBW Advisory Services's AMLP Position: Q2 2026 in Review

HBW Advisory Services opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 4,619 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings. This is a return to the name: HBW Advisory Services previously reported a position in AMLP as recently as Q4 2022.

HBW Advisory Services first reported a position in AMLP in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.23M in Q3 2022. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

HBW Advisory Services held 4,619 shares of Alerian MLP ETF worth $239K as of Q2 2026.
Alerian MLP ETF was a new HBW Advisory Services position in Q2 2026.
Alerian MLP ETF made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #423 holding.
HBW Advisory Services first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 5 quarters since.
HBW Advisory Services's Alerian MLP ETF position peaked at $1.23M in Q3 2022.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.