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Holos Integrated Wealth’s Alerian MLP ETF AMLP Stock Holding History

Holos Integrated 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
Q2 		$166K Hold
3,145
– – 0.08% 94
2026
Q1 		$166K Buy
+3,145
New +$160K 0.08% 95

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Holos Integrated Wealth's AMLP Position: Q2 2026 in Review

Holos Integrated Wealth held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 3,145 shares worth $166K. The position accounts for 0.08% of the portfolio, ranked #94.

Holos Integrated Wealth first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Holos Integrated Wealth held 3,145 shares of Alerian MLP ETF worth $166K as of Q2 2026.
  • Holos Integrated Wealth left its Alerian MLP ETF share count unchanged in Q2 2026.
  • Alerian MLP ETF made up 0.08% of Holos Integrated Wealth's portfolio in Q2 2026, its #94 holding.
  • Holos Integrated Wealth first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.