Keudell/Morrison Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Keudell/Morrison 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	$409K	Buy	7,892 +2,315	+42%	+$122K	0.08%	160
2026 Q1	$294K	Buy	5,577 +275	+5%	+$14K	0.06%	188
2025 Q4	$249K	Buy	+5,302	New	+$248K	0.05%	200
2025 Q2	$323K	Hold	6,617	–	–	0.07%	160
2025 Q1	$344K	Buy	6,617 +1,200	+22%	+$61.6K	0.08%	148
2024 Q4	$261K	Sell	5,417 -15	-0.3%	-$721	0.07%	173
2024 Q3	$256K	Hold	5,432	–	–	0.07%	181
2024 Q2	$261K	Hold	5,432	–	–	0.08%	171
2024 Q1	$258K	Sell	5,432 -300	-5%	-$13.5K	0.08%	173
2023 Q4	$244K	Hold	5,732	–	–	0.08%	169
2023 Q3	$242K	Hold	5,732	–	–	0.07%	158
2023 Q2	$225K	Sell	5,732 -202	-3%	-$7.83K	0.06%	177
2023 Q1	$229K	Buy	+5,934	New	+$233K	0.07%	171
2022 Q4	–	Sell	-6,704	Closed	-$245K	–	186
2022 Q3	$245K	Buy	6,704 +155	+2%	+$5.9K	0.09%	157
2022 Q2	$226K	Sell	6,549 -240	-4%	-$9.21K	0.08%	158
2022 Q1	$260K	Sell	6,789 -1,105	-14%	-$40.7K	0.11%	153
2021 Q4	$258K	Sell	7,894 -10,690	-58%	-$362K	0.1%	157
2021 Q3	$619K	Buy	18,584 +155	+0.8%	+$5.17K	0.27%	86
2021 Q2	$671K	Sell	18,429 -75	-0.4%	-$2.57K	0.37%	78
2021 Q1	$564K	Sell	18,504 -30	-0.2%	-$876	0.33%	87
2020 Q4	$476K	Sell	18,534 -3,360	-15%	-$80.7K	0.3%	92
2020 Q3	$437K	Sell	21,894 -3,234	-13%	-$74.8K	0.28%	88
2020 Q2	$620K	Sell	25,128 -2,720	-10%	-$66.7K	0.51%	68
2020 Q1	$479K	Sell	27,848 -7,417	-21%	-$251K	0.47%	76
2019 Q4	$1.5M	Sell	35,265 -3,761	-10%	-$158K	1.04%	24
2019 Q3	$1.78M	Sell	39,026 -1,262	-3%	-$59.7K	1.47%	18
2019 Q2	$1.85M	Sell	40,288 -1,507	-4%	-$74.5K	1.62%	14
2019 Q1	$2.1M	Buy	+41,795	New	+$2.05M	1.84%	11

Other funds holding AMLP

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Keudell/Morrison Wealth Management's AMLP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Alerian MLP ETF (AMLP) stake by 42% in Q2 2026, buying an estimated $122K and bringing the position to 7,892 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #160.

Keudell/Morrison Wealth Management first reported a position in AMLP in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.1M in Q1 2019. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Keudell/Morrison Wealth Management held 7,892 shares of Alerian MLP ETF worth $409K as of Q2 2026.
Keudell/Morrison Wealth Management bought 2,315 Alerian MLP ETF shares in Q2 2026, an estimated $122K.
Alerian MLP ETF made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #160 holding.
Keudell/Morrison Wealth Management first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 28 quarters since.
Keudell/Morrison Wealth Management's Alerian MLP ETF position peaked at $2.1M in Q1 2019.
127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.