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

IMG 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 Q1	–	Sell	-59	Closed	-$2.76K	–	515
2025 Q4	$2.76K	Buy	+59	New	+$2.76K	﹤0.01%	482

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IMG Wealth Management's AMLP Position: Q1 2026 in Review

IMG Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 59 shares — an estimated $2.76K sold.

IMG Wealth Management first reported a position in AMLP in Q4 2025 and held it in 1 quarter. The position peaked at $2.76K in Q4 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

IMG Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
IMG Wealth Management sold 59 Alerian MLP ETF shares in Q1 2026, an estimated $2.76K.
IMG Wealth Management first reported a position in Alerian MLP ETF in Q4 2025 and held it in 1 quarter.
IMG Wealth Management's Alerian MLP ETF position peaked at $2.76K in Q4 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.