Left Brain Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Left Brain 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 Q1	$8.15M	Buy	154,731 +7,770	+5%	+$396K	3.2%	8
2025 Q4	$6.91M	Buy	146,961 +1,314	+0.9%	+$61.5K	2.39%	14
2025 Q3	$6.84M	Buy	145,647 +1,497	+1%	+$72.4K	2.15%	15
2025 Q2	$7.04M	Sell	144,150 -785	-0.5%	-$38.1K	2.48%	14
2025 Q1	$7.53M	Sell	144,935 -967	-0.7%	-$49.6K	3.29%	5
2024 Q4	$7.03M	Buy	145,902 +3,144	+2%	+$151K	2.65%	11
2024 Q3	$6.73M	Buy	142,758 +2,830	+2%	+$134K	3.13%	6
2024 Q2	$6.71M	Buy	139,928 +548	+0.4%	+$25.6K	3.13%	8
2024 Q1	$6.61M	Sell	139,380 -4,459	-3%	-$200K	3.2%	7
2023 Q4	$6.12M	Sell	143,839 -1,864	-1%	-$79K	3.54%	6
2023 Q3	$6.15M	Sell	145,703 -3,162	-2%	-$130K	3.83%	7
2023 Q2	$5.84M	Sell	148,865 -6,459	-4%	-$250K	3.56%	7
2023 Q1	$6.1M	Sell	155,324 -2,830	-2%	-$111K	4.15%	3
2022 Q4	$6.02M	Buy	+158,154	New	+$6.22M	4.51%	2

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Left Brain Wealth Management's AMLP Position: Q1 2026 in Review

Left Brain Wealth Management increased its Alerian MLP ETF (AMLP) stake by 5.3% in Q1 2026, buying an estimated $396K and bringing the position to 154,731 shares worth $8.15M. The position accounts for 3.2% of the portfolio, ranked #8.

Left Brain Wealth Management first reported a position in AMLP in Q4 2022 and has held it in 14 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Left Brain Wealth Management held 154,731 shares of Alerian MLP ETF worth $8.15M as of Q1 2026.
Left Brain Wealth Management bought 7,770 Alerian MLP ETF shares in Q1 2026, an estimated $396K.
Alerian MLP ETF made up 3.2% of Left Brain Wealth Management's portfolio in Q1 2026, its #8 holding.
Left Brain Wealth Management first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 14 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.