Independent Wealth Network’s Alerian MLP ETF AMLP Stock Holding History

Independent Wealth Network’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	$331K	Buy	6,375 +10	+0.2%	+$525	0.08%	234
2026 Q1	$335K	Sell	6,365 -479	-7%	-$24.4K	0.1%	208
2025 Q4	$322K	Buy	6,844 +17	+0.2%	+$796	0.1%	198
2025 Q3	$320K	Buy	6,827 +15	+0.2%	+$725	0.1%	198
2025 Q2	$333K	Buy	6,812 +422	+7%	+$20.5K	0.12%	181
2025 Q1	$332K	Sell	6,390 -365	-5%	-$18.7K	0.13%	171
2024 Q4	$325K	Sell	6,755 -53	-0.8%	-$2.55K	0.13%	167
2024 Q3	$321K	Buy	6,808 +105	+2%	+$4.97K	0.14%	161
2024 Q2	$322K	Buy	6,703 +21	+0.3%	+$981	0.15%	159
2024 Q1	$317K	Sell	6,682 -4	-0.1%	-$180	0.15%	163
2023 Q4	$284K	Sell	6,686 -384	-5%	-$16.3K	0.15%	155
2023 Q3	$298K	Sell	7,070 -396	-5%	-$16.3K	0.18%	138
2023 Q2	$293K	Sell	7,466 -159	-2%	-$6.17K	0.18%	151
2023 Q1	$295K	Buy	7,625 +75	+1%	+$2.94K	0.19%	137
2022 Q4	$287K	Buy	7,550 +290	+4%	+$11.4K	0.2%	130
2022 Q3	$265K	Buy	7,260 +988	+16%	+$37.6K	0.21%	129
2022 Q2	$216K	Sell	6,272 -81	-1%	-$3.11K	0.16%	162
2022 Q1	$243K	Buy	+6,353	New	+$234K	0.15%	162
2021 Q4	–	Sell	-5,936	Closed	-$210K	–	221
2021 Q3	$210K	Buy	+5,936	New	+$198K	0.14%	183

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

Independent Wealth Network's AMLP Position: Q2 2026 in Review

Independent Wealth Network increased its Alerian MLP ETF (AMLP) stake by 0.16% in Q2 2026, buying an estimated $525 and bringing the position to 6,375 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #234.

Independent Wealth Network first reported a position in AMLP in Q3 2021 and has held it in 19 quarters since. The position peaked at $335K in Q1 2026. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Independent Wealth Network held 6,375 shares of Alerian MLP ETF worth $331K as of Q2 2026.
Independent Wealth Network bought 10 Alerian MLP ETF shares in Q2 2026, an estimated $525.
Alerian MLP ETF made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #234 holding.
Independent Wealth Network first reported a position in Alerian MLP ETF in Q3 2021 and has held it in 19 quarters since.
Independent Wealth Network's Alerian MLP ETF position peaked at $335K in Q1 2026.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.