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

Howard 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	$659K	Buy	12,708 +174	+1%	+$9.13K	0.24%	74
2026 Q1	$660K	Sell	12,534 -659	-5%	-$33.6K	0.28%	72
2025 Q4	$620K	Sell	13,193 -2,449	-16%	-$115K	0.27%	72
2025 Q3	$734K	Buy	15,642 +1,116	+8%	+$54K	0.34%	69
2025 Q2	$710K	Buy	14,526 +157	+1%	+$7.61K	0.36%	69
2025 Q1	$746K	Buy	14,369 +3,272	+29%	+$168K	0.42%	60
2024 Q4	$534K	Buy	11,097 +1,760	+19%	+$84.6K	0.29%	69
2024 Q3	$440K	Buy	9,337 +1,600	+21%	+$75.7K	0.26%	77
2024 Q2	$371K	Buy	7,737 +784	+11%	+$36.6K	0.29%	67
2024 Q1	$330K	Buy	6,953 +1,263	+22%	+$56.7K	0.27%	70
2023 Q4	$242K	Buy	+5,690	New	+$241K	0.2%	88
2020 Q1	–	Sell	-4,390	Closed	-$186K	–	115
2019 Q4	$186K	Buy	+4,390	New	+$184K	0.16%	101

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

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

Howard Wealth Management increased its Alerian MLP ETF (AMLP) stake by 1.4% in Q2 2026, buying an estimated $9.13K and bringing the position to 12,708 shares worth $659K. The position accounts for 0.24% of the portfolio, ranked #74.

Howard Wealth Management first reported a position in AMLP in Q4 2019 and has held it in 12 quarters since. The position peaked at $746K in Q1 2025. 361 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Howard Wealth Management held 12,708 shares of Alerian MLP ETF worth $659K as of Q2 2026.
Howard Wealth Management bought 174 Alerian MLP ETF shares in Q2 2026, an estimated $9.13K.
Alerian MLP ETF made up 0.24% of Howard Wealth Management's portfolio in Q2 2026, its #74 holding.
Howard Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 12 quarters since.
Howard Wealth Management's Alerian MLP ETF position peaked at $746K in Q1 2025.
361 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.