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

Keebeck 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 Q1	$1.03M	Buy	19,601 +1,065	+6%	+$54.2K	0.12%	156
2025 Q4	$872K	Sell	18,536 -2,865	-13%	-$134K	0.1%	156
2025 Q3	$1M	Buy	21,401 +3,183	+17%	+$154K	0.12%	147
2025 Q2	$890K	Buy	18,218 +665	+4%	+$32.2K	0.12%	147
2025 Q1	$912K	Buy	17,553 +1,663	+10%	+$85.4K	0.13%	136
2024 Q4	$765K	Buy	15,890 +390	+3%	+$18.7K	0.11%	143
2024 Q3	$731K	Hold	15,500	–	–	0.11%	145
2024 Q2	$744K	Hold	15,500	–	–	0.11%	144
2024 Q1	$736K	Hold	15,500	–	–	0.11%	154
2023 Q4	$659K	Buy	15,500 +1,150	+8%	+$48.8K	0.11%	147
2023 Q3	$606K	Hold	14,350	–	–	0.11%	153
2023 Q2	$563K	Buy	14,350 +5,155	+56%	+$200K	0.08%	167
2023 Q1	$355K	Buy	9,195 +2,540	+38%	+$99.6K	0.06%	194
2022 Q4	$253K	Buy	+6,655	New	+$262K	0.04%	210
2020 Q3	–	Sell	-5,000	Closed	-$123K	–	189
2020 Q2	$123K	Buy	+5,000	New	+$123K	0.04%	176
2020 Q1	–	Sell	-1,000	Closed	-$42K	–	150
2019 Q4	$42K	Buy	+1,000	New	+$42K	0.01%	229

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

Keebeck Wealth Management's AMLP Position: Q1 2026 in Review

Keebeck Wealth Management increased its Alerian MLP ETF (AMLP) stake by 5.7% in Q1 2026, buying an estimated $54.2K and bringing the position to 19,601 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #156.

Keebeck Wealth Management first reported a position in AMLP in Q4 2019 and has held it in 16 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Keebeck Wealth Management held 19,601 shares of Alerian MLP ETF worth $1.03M as of Q1 2026.
Keebeck Wealth Management bought 1,065 Alerian MLP ETF shares in Q1 2026, an estimated $54.2K.
Alerian MLP ETF made up 0.12% of Keebeck Wealth Management's portfolio in Q1 2026, its #156 holding.
Keebeck Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 16 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

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