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

Icon 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	$227K	Buy	4,374 +76	+2%	+$3.99K	0.01%	384
2026 Q1	$228K	Buy	+4,298	New	+$219K	0.01%	365
2025 Q4	–	Sell	-4,138	Closed	-$194K	–	397
2025 Q3	$194K	Buy	4,138 +77	+2%	+$3.72K	0.01%	370
2025 Q2	$198K	Buy	4,061 +74	+2%	+$3.59K	0.01%	368
2025 Q1	$207K	Sell	3,987 -13	-0.3%	-$667	0.02%	348
2024 Q4	$193K	Buy	4,000 +152	+4%	+$7.31K	0.02%	371
2024 Q3	$181K	Buy	3,848 +167	+5%	+$7.9K	0.02%	377
2024 Q2	$177K	Buy	3,681 +67	+2%	+$3.13K	0.02%	352
2024 Q1	$172K	Sell	3,614 -99	-3%	-$4.45K	0.02%	362
2023 Q4	$158K	Buy	+3,713	New	+$157K	0.02%	348
2022 Q4	–	Sell	-3,238	Closed	-$118K	–	329
2022 Q3	$118K	Buy	+3,238	New	+$123K	0.01%	373

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

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

Icon Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 1.8% in Q2 2026, buying an estimated $3.99K and bringing the position to 4,374 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #384.

Icon Wealth Advisors first reported a position in AMLP in Q3 2022 and has held it in 11 quarters since. The position peaked at $228K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Icon Wealth Advisors held 4,374 shares of Alerian MLP ETF worth $227K as of Q2 2026.
Icon Wealth Advisors bought 76 Alerian MLP ETF shares in Q2 2026, an estimated $3.99K.
Alerian MLP ETF made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #384 holding.
Icon Wealth Advisors first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's Alerian MLP ETF position peaked at $228K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.