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 Q2	–	Sell	-216,983	Closed	-$11.4M	–	48
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 $1.89T 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

IronBridge Private Wealth's AMLP Position: Q2 2026 in Review

IronBridge Private Wealth sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 216,983 shares — an estimated $11.4M sold.

IronBridge Private Wealth first reported a position in AMLP in Q4 2022 and held it in 14 quarters. The position peaked at $12.7M in Q1 2025. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

IronBridge Private Wealth reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
IronBridge Private Wealth sold 216,983 Alerian MLP ETF shares in Q2 2026, an estimated $11.4M.
IronBridge Private Wealth first reported a position in Alerian MLP ETF in Q4 2022 and held it in 14 quarters.
IronBridge Private Wealth's Alerian MLP ETF position peaked at $12.7M in Q1 2025.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.