Institute for Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Institute for 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	$265K	Sell	5,102 -98	-2%	-$5.14K	0.02%	451
2026 Q1	$274K	Sell	5,200 -199	-4%	-$10.1K	0.03%	448
2025 Q4	$254K	Sell	5,399 -91	-2%	-$4.26K	0.03%	477
2025 Q3	$258K	Sell	5,490 -39	-0.7%	-$1.89K	0.03%	493
2025 Q2	$270K	Sell	5,529 -39	-0.7%	-$1.89K	0.03%	460
2025 Q1	$289K	Buy	5,568 +1,111	+25%	+$57K	0.04%	422
2024 Q4	$215K	Buy	4,457 +1	+0%	+$48	0.03%	472
2024 Q3	$210K	Buy	4,456 +1	+0%	+$47	0.03%	514
2024 Q2	$214K	Sell	4,455 -101	-2%	-$4.72K	0.03%	463
2024 Q1	$216K	Buy	+4,556	New	+$205K	0.03%	468
2020 Q3	–	Sell	-20,715	Closed	-$511K	–	417
2020 Q2	$511K	Buy	20,715 +2,401	+13%	+$58.8K	0.13%	226
2020 Q1	$315K	Buy	18,314 +2,395	+15%	+$81.1K	0.1%	272
2019 Q4	$677K	Sell	15,919 -8,861	-36%	-$372K	0.15%	199
2019 Q3	$1.13M	Buy	24,780 +195	+0.8%	+$9.22K	0.29%	96
2019 Q2	$1.21M	Buy	24,585 +365	+2%	+$18.1K	0.27%	106
2019 Q1	$1.22M	Sell	24,220 -281	-1%	-$13.8K	0.26%	105
2018 Q4	$1.07M	Sell	24,501 -1,034	-4%	-$50.7K	0.44%	70
2018 Q3	$1.34M	Buy	25,535 +213	+0.8%	+$11.5K	0.45%	71
2018 Q2	$1.28M	Buy	25,322 +339	+1%	+$17.2K	0.41%	82
2018 Q1	$1.26M	Buy	24,983 +99	+0.4%	+$5.29K	0.37%	86
2017 Q4	$1.34M	Buy	24,884 +100	+0.4%	+$5.35K	0.31%	100
2017 Q3	$1.39M	Buy	24,784 +288	+1%	+$16.5K	0.45%	70
2017 Q2	$1.47M	Buy	+24,496	New	+$1.49M	0.4%	64
2014 Q4	–	Sell	-1,058	Closed	-$101K	–	27
2014 Q3	$101K	Buy	1,058 +895	+549%	+$84.6K	0.1%	38
2014 Q2	$15K	Hold	163	–	–	0.01%	45
2014 Q1	$14K	Hold	163	–	–	0.01%	59
2013 Q4	$14K	Hold	163	–	–	0.01%	57
2013 Q3	$14K	Sell	163 -252	-61%	-$22.2K	0.01%	46
2013 Q2	$37K	Buy	+415	New	+$36.6K	0.03%	61

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

Institute for Wealth Management's AMLP Position: Q2 2026 in Review

Institute for Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 1.9% in Q2 2026, selling an estimated $5.14K and leaving 5,102 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #451.

Institute for Wealth Management first reported a position in AMLP in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.47M in Q2 2017. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Institute for Wealth Management held 5,102 shares of Alerian MLP ETF worth $265K as of Q2 2026.
Institute for Wealth Management sold 98 Alerian MLP ETF shares in Q2 2026, an estimated $5.14K.
Alerian MLP ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #451 holding.
Institute for Wealth Management first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 29 quarters since.
Institute for Wealth Management's Alerian MLP ETF position peaked at $1.47M in Q2 2017.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.