IWN
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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

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 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. 194 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.
  • 194 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.