IronBridge Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

IronBridge Private Wealth’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	$11.4M	Sell	216,983 -47,000	-18%	-$2.39M	3.68%	7
2025 Q4	$12.4M	Hold	263,983	–	–	3.92%	8
2025 Q3	$12.4M	Buy	263,983 +5,742	+2%	+$278K	3.91%	8
2025 Q2	$12.6M	Buy	258,241 +13,898	+6%	+$674K	4.4%	6
2025 Q1	$12.7M	Sell	244,343 -1,579	-0.6%	-$81.1K	5%	4
2024 Q4	$11.8M	Sell	245,922 -7,616	-3%	-$366K	4.35%	5
2024 Q3	$11.9M	Sell	253,538 -7,323	-3%	-$346K	4.46%	6
2024 Q2	$12.5M	Buy	260,861 +10,810	+4%	+$505K	4.68%	3
2024 Q1	$11.9M	Buy	250,051 +16,635	+7%	+$747K	4.92%	3
2023 Q4	$9.92M	Buy	233,416 +34,791	+18%	+$1.48M	4.84%	4
2023 Q3	$8.38M	Buy	198,625 +1,810	+0.9%	+$74.3K	4.55%	6
2023 Q2	$7.72M	Buy	196,815 +112,195	+133%	+$4.35M	4.34%	7
2023 Q1	$3.27M	Sell	84,620 -1,318	-2%	-$51.7K	2.09%	16
2022 Q4	$3.27M	Buy	+85,938	New	+$3.38M	2.69%	15

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

IronBridge Private Wealth's AMLP Position: Q1 2026 in Review

IronBridge Private Wealth reduced its Alerian MLP ETF (AMLP) stake by 18% in Q1 2026, selling an estimated $2.39M and leaving 216,983 shares worth $11.4M. The position accounts for 3.68% of the portfolio, ranked #7.

IronBridge Private Wealth first reported a position in AMLP in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.7M in Q1 2025. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

IronBridge Private Wealth held 216,983 shares of Alerian MLP ETF worth $11.4M as of Q1 2026.
IronBridge Private Wealth sold 47,000 Alerian MLP ETF shares in Q1 2026, an estimated $2.39M.
Alerian MLP ETF made up 3.68% of IronBridge Private Wealth's portfolio in Q1 2026, its #7 holding.
IronBridge Private Wealth first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 14 quarters since.
IronBridge Private Wealth's Alerian MLP ETF position peaked at $12.7M in Q1 2025.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.