Lake Street Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

Lake Street Private Wealth’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	$4.51M	Sell	86,946 -1,701	-2%	-$89.3K	0.52%	59
2026 Q1	$4.67M	Buy	88,647 +2,106	+2%	+$107K	0.59%	52
2025 Q4	$4.07M	Buy	86,541 +5,504	+7%	+$258K	0.5%	60
2025 Q3	$3.8M	Buy	81,037 +29,858	+58%	+$1.44M	0.49%	62
2025 Q2	$2.5M	Buy	51,179 +3,114	+6%	+$151K	0.36%	68
2025 Q1	$2.5M	Buy	48,065 +40	+0.1%	+$2.05K	0.41%	66
2024 Q4	$2.31M	Sell	48,025 -5,119	-10%	-$246K	0.37%	65
2024 Q3	$2.5M	Buy	53,144 +747	+1%	+$35.3K	0.4%	67
2024 Q2	$2.51M	Buy	52,397 +1,332	+3%	+$62.2K	0.33%	79
2024 Q1	$2.42M	Buy	51,065 +1,036	+2%	+$46.5K	0.33%	79
2023 Q4	$2.13M	Sell	50,029 -33	-0.1%	-$1.4K	0.34%	82
2023 Q3	$2.12M	Buy	50,062 +464	+0.9%	+$19K	0.38%	79
2023 Q2	$1.94M	Buy	49,598 +1,799	+4%	+$69.8K	0.34%	90
2023 Q1	$1.85M	Buy	47,799 +1,179	+3%	+$46.2K	0.34%	87
2022 Q4	$1.77M	Buy	46,620 +1,939	+4%	+$76.2K	0.37%	84
2022 Q3	$1.63M	Sell	44,681 -3,381	-7%	-$129K	0.38%	78
2022 Q2	$1.66M	Sell	48,062 -1,552	-3%	-$59.6K	0.35%	82
2022 Q1	$1.9M	Sell	49,614 -2,152	-4%	-$79.2K	0.34%	84
2021 Q4	$1.7M	Buy	51,766 +3,162	+7%	+$107K	0.3%	91
2021 Q3	$1.62M	Sell	48,604 -2,450	-5%	-$81.8K	0.39%	74
2021 Q2	$1.88M	Sell	51,054 -710	-1%	-$24.4K	0.48%	63
2021 Q1	$1.58M	Sell	51,764 -1,300	-2%	-$38K	0.44%	67
2020 Q4	$1.36M	Buy	53,064 +9,745	+22%	+$234K	0.39%	71
2020 Q3	$866K	Buy	43,319 +14,505	+50%	+$336K	0.29%	80
2020 Q2	$711K	Buy	28,814 +3,060	+12%	+$75K	0.26%	89
2020 Q1	$443K	Sell	25,754 -40,423	-61%	-$1.37M	0.2%	100
2019 Q4	$2.81M	Buy	+66,177	New	+$2.78M	1.08%	27

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

Lake Street Private Wealth's AMLP Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Alerian MLP ETF (AMLP) stake by 1.9% in Q2 2026, selling an estimated $89.3K and leaving 86,946 shares worth $4.51M. The position accounts for 0.52% of the portfolio, ranked #59.

Lake Street Private Wealth first reported a position in AMLP in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.67M in Q1 2026. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Lake Street Private Wealth held 86,946 shares of Alerian MLP ETF worth $4.51M as of Q2 2026.
Lake Street Private Wealth sold 1,701 Alerian MLP ETF shares in Q2 2026, an estimated $89.3K.
Alerian MLP ETF made up 0.52% of Lake Street Private Wealth's portfolio in Q2 2026, its #59 holding.
Lake Street Private Wealth first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 27 quarters since.
Lake Street Private Wealth's Alerian MLP ETF position peaked at $4.67M in Q1 2026.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.