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 Q3	$4.42M	Sell	85,180 -1,766	-2%	-$96.2K	0.49%	60
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

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lake Street Private Wealth's AMLP Position: Q3 2026 in Review

Lake Street Private Wealth reduced its Alerian MLP ETF (AMLP) stake by 2% in Q3 2026, selling an estimated $96.2K and leaving 85,180 shares worth $4.42M. The position accounts for 0.49% of the portfolio, ranked #60.

Lake Street Private Wealth first reported a position in AMLP in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.67M in Q1 2026. 637 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Lake Street Private Wealth held 85,180 shares of Alerian MLP ETF worth $4.42M as of Q3 2026.
Lake Street Private Wealth sold 1,766 Alerian MLP ETF shares in Q3 2026, an estimated $96.2K.
Alerian MLP ETF made up 0.49% of Lake Street Private Wealth's portfolio in Q3 2026, its #60 holding.
Lake Street Private Wealth first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 28 quarters since.
Lake Street Private Wealth's Alerian MLP ETF position peaked at $4.67M in Q1 2026.
637 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Lake Street Private Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.