Kestra Private Wealth Services’s Alerian MLP ETF AMLP Stock Holding History

Kestra Private Wealth Services’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	$1.95M	Sell	37,593 -795	-2%	-$41.7K	0.02%	609
2026 Q1	$2.02M	Sell	38,388 -2,586	-6%	-$132K	0.02%	553
2025 Q4	$1.93M	Buy	40,974 +575	+1%	+$26.9K	0.02%	555
2025 Q3	$1.9M	Sell	40,399 -909	-2%	-$44K	0.02%	538
2025 Q2	$2.02M	Buy	41,308 +15,627	+61%	+$758K	0.03%	494
2025 Q1	$1.33M	Buy	25,681 +6,327	+33%	+$325K	0.02%	578
2024 Q4	$932K	Buy	19,354 +698	+4%	+$33.6K	0.02%	676
2024 Q3	$879K	Buy	18,656 +1,090	+6%	+$51.6K	0.02%	661
2024 Q2	$843K	Buy	17,566 +1,427	+9%	+$66.7K	0.02%	634
2024 Q1	$766K	Sell	16,139 -566	-3%	-$25.4K	0.02%	636
2023 Q4	$710K	Sell	16,705 -1,260	-7%	-$53.4K	0.02%	614
2023 Q3	$758K	Sell	17,965 -488	-3%	-$20K	0.02%	537
2023 Q2	$724K	Buy	18,453 +371	+2%	+$14.4K	0.02%	518
2023 Q1	$699K	Buy	18,082 +743	+4%	+$29.1K	0.03%	503
2022 Q4	$660K	Sell	17,339 -1,069	-6%	-$42K	0.03%	453
2022 Q3	$673K	Buy	18,408 +3,496	+23%	+$133K	0.04%	419
2022 Q2	$514K	Sell	14,912 -96	-0.6%	-$3.69K	0.03%	496
2022 Q1	$575K	Sell	15,008 -1,994	-12%	-$73.4K	0.03%	527
2021 Q4	$557K	Sell	17,002 -68	-0.4%	-$2.3K	0.03%	551
2021 Q3	$569K	Buy	17,070 +993	+6%	+$33.1K	0.03%	503
2021 Q2	$585K	Buy	16,077 +564	+4%	+$19.4K	0.04%	470
2021 Q1	$473K	Sell	15,513 -2,224	-13%	-$64.9K	0.03%	464
2020 Q4	$452K	Sell	17,737 -2,124	-11%	-$51K	0.03%	459
2020 Q3	$397K	Buy	+19,861	New	+$460K	0.03%	431

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

Kestra Private Wealth Services's AMLP Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Alerian MLP ETF (AMLP) stake by 2.1% in Q2 2026, selling an estimated $41.7K and leaving 37,593 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #609.

Kestra Private Wealth Services first reported a position in AMLP in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.02M in Q1 2026. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Kestra Private Wealth Services held 37,593 shares of Alerian MLP ETF worth $1.95M as of Q2 2026.
Kestra Private Wealth Services sold 795 Alerian MLP ETF shares in Q2 2026, an estimated $41.7K.
Alerian MLP ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #609 holding.
Kestra Private Wealth Services first reported a position in Alerian MLP ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Private Wealth Services's Alerian MLP ETF position peaked at $2.02M in Q1 2026.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.