Kingswood Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Kingswood Wealth Advisors’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	$1.24M	Sell	23,982 -11,399	-32%	-$598K	0.05%	360
2026 Q1	$1.86M	Sell	35,381 -13,056	-27%	-$665K	0.09%	250
2025 Q4	$2.28M	Buy	48,437 +92	+0.2%	+$4.31K	0.11%	190
2025 Q3	$2.27M	Buy	48,345 +9,723	+25%	+$470K	0.14%	165
2025 Q2	$1.89M	Buy	38,622 +4,775	+14%	+$232K	0.15%	150
2025 Q1	$1.76M	Buy	33,847 +13,791	+69%	+$708K	0.16%	153
2024 Q4	$966K	Buy	20,056 +4,210	+27%	+$202K	0.07%	280
2024 Q3	$747K	Sell	15,846 -7,391	-32%	-$350K	0.05%	353
2024 Q2	$1.11M	Buy	23,237 +13,133	+130%	+$614K	0.1%	212
2024 Q1	$480K	Buy	10,104 +2,714	+37%	+$122K	0.06%	361
2023 Q4	$314K	Buy	+7,390	New	+$313K	0.04%	460

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

Kingswood Wealth Advisors's AMLP Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 32% in Q2 2026, selling an estimated $598K and leaving 23,982 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #360.

Kingswood Wealth Advisors first reported a position in AMLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q4 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Kingswood Wealth Advisors held 23,982 shares of Alerian MLP ETF worth $1.24M as of Q2 2026.
Kingswood Wealth Advisors sold 11,399 Alerian MLP ETF shares in Q2 2026, an estimated $598K.
Alerian MLP ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #360 holding.
Kingswood Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Alerian MLP ETF position peaked at $2.28M in Q4 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.