HCR Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

HCR Wealth Advisors’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	$2.04M	Buy	39,295 +7,277	+23%	+$382K	0.18%	79
2026 Q1	$1.69M	Sell	32,018 -783	-2%	-$39.9K	0.17%	82
2025 Q4	$1.54M	Buy	32,801 +13	+0%	+$609	0.15%	91
2025 Q3	$1.53M	Buy	32,788 +392	+1%	+$19K	0.16%	81
2025 Q2	$1.58M	Sell	32,396 -244	-0.7%	-$11.8K	0.19%	74
2025 Q1	$1.7M	Buy	32,640 +1,009	+3%	+$51.8K	0.22%	71
2024 Q4	$1.52M	Sell	31,631 -239	-0.7%	-$11.5K	0.19%	78
2024 Q3	$1.5M	Buy	31,870 +1,282	+4%	+$60.6K	0.2%	79
2024 Q2	$1.47M	Buy	30,588 +5,087	+20%	+$238K	0.21%	72
2024 Q1	$1.21M	Sell	25,501 -2,343	-8%	-$105K	0.18%	82
2023 Q4	$1.18M	Sell	27,844 -4,889	-15%	-$207K	0.19%	80
2023 Q3	$1.38M	Sell	32,733 -3,045	-9%	-$125K	0.3%	65
2023 Q2	$1.4M	Sell	35,778 -93	-0.3%	-$3.61K	0.26%	70
2023 Q1	$1.39M	Sell	35,871 -5,299	-13%	-$208K	0.27%	71
2022 Q4	$1.57M	Sell	41,170 -4,103	-9%	-$161K	0.33%	65
2022 Q3	$1.66M	Sell	45,273 -5,892	-12%	-$224K	0.35%	61
2022 Q2	$1.76M	Sell	51,165 -1,682	-3%	-$64.6K	0.35%	63
2022 Q1	$2.02M	Sell	52,847 -772	-1%	-$28.4K	0.33%	64
2021 Q4	$1.75M	Sell	53,619 -1,786	-3%	-$60.5K	0.27%	77
2021 Q3	$1.85M	Buy	55,405 +453	+0.8%	+$15.1K	0.31%	73
2021 Q2	$2M	Buy	54,952 +525	+1%	+$18K	0.35%	65
2021 Q1	$1.66M	Buy	+54,427	New	+$1.59M	0.33%	67

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

HCR Wealth Advisors's AMLP Position: Q2 2026 in Review

HCR Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 23% in Q2 2026, buying an estimated $382K and bringing the position to 39,295 shares worth $2.04M. The position accounts for 0.18% of the portfolio, ranked #79.

HCR Wealth Advisors first reported a position in AMLP in Q1 2021 and has held it in 22 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

HCR Wealth Advisors held 39,295 shares of Alerian MLP ETF worth $2.04M as of Q2 2026.
HCR Wealth Advisors bought 7,277 Alerian MLP ETF shares in Q2 2026, an estimated $382K.
Alerian MLP ETF made up 0.18% of HCR Wealth Advisors's portfolio in Q2 2026, its #79 holding.
HCR Wealth Advisors first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 22 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.