Jeppson Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Jeppson 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	$745K	Sell	14,360 -19	-0.1%	-$997	0.22%	102
2026 Q1	$757K	Sell	14,379 -9	-0.1%	-$458	0.24%	92
2025 Q4	$677K	Buy	14,388 +1	+0%	+$47	0.21%	99
2025 Q3	$675K	Buy	14,387 +1	+0%	+$48	0.22%	99
2025 Q2	$703K	Buy	14,386 +11	+0.1%	+$533	0.24%	93
2025 Q1	$747K	Sell	14,375 -180	-1%	-$9.24K	0.27%	88
2024 Q4	$701K	Sell	14,555 -299	-2%	-$14.4K	0.25%	88
2024 Q3	$700K	Buy	14,854 +1	+0%	+$47	0.25%	94
2024 Q2	$713K	Buy	14,853 +8	+0.1%	+$374	0.27%	88
2024 Q1	$705K	Buy	14,845 +25	+0.2%	+$1.12K	0.27%	86
2023 Q4	$630K	Sell	14,820 -74	-0.5%	-$3.14K	0.26%	93
2023 Q3	$629K	Buy	14,894 +401	+3%	+$16.5K	0.29%	89
2023 Q2	$568K	Buy	14,493 +1,254	+9%	+$48.6K	0.25%	99
2023 Q1	$512K	Sell	13,239 -60	-0.5%	-$2.35K	0.22%	110
2022 Q4	$506K	Buy	13,299 +611	+5%	+$24K	0.21%	104
2022 Q3	$464K	Buy	12,688 +600	+5%	+$22.8K	0.21%	101
2022 Q2	$416K	Buy	12,088 +2	+0%	+$77	0.18%	108
2022 Q1	$462K	Sell	12,086 -50	-0.4%	-$1.84K	0.22%	100
2021 Q4	$397K	Sell	12,136 -59	-0.5%	-$2K	0.19%	104
2021 Q3	$406K	Buy	12,195 +100	+0.8%	+$3.34K	0.21%	97
2021 Q2	$440K	Sell	12,095 -410	-3%	-$14.1K	0.24%	89
2021 Q1	$381K	Sell	12,505 -50	-0.4%	-$1.46K	0.23%	96
2020 Q4	$322K	Buy	12,555 +805	+7%	+$19.3K	0.21%	97
2020 Q3	$235K	Buy	+11,750	New	+$272K	0.18%	103

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

Jeppson Wealth Management's AMLP Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 0.13% in Q2 2026, selling an estimated $997 and leaving 14,360 shares worth $745K. The position accounts for 0.22% of the portfolio, ranked #102.

Jeppson Wealth Management first reported a position in AMLP in Q3 2020 and has held it in 24 quarters since. The position peaked at $757K in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Jeppson Wealth Management held 14,360 shares of Alerian MLP ETF worth $745K as of Q2 2026.
Jeppson Wealth Management sold 19 Alerian MLP ETF shares in Q2 2026, an estimated $997.
Alerian MLP ETF made up 0.22% of Jeppson Wealth Management's portfolio in Q2 2026, its #102 holding.
Jeppson Wealth Management first reported a position in Alerian MLP ETF in Q3 2020 and has held it in 24 quarters since.
Jeppson Wealth Management's Alerian MLP ETF position peaked at $757K in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.