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Legacy Wealth Partners (Colorado)’s Alerian MLP ETF AMLP Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$209K Buy
+4,032
New +$212K 0.05% 188
2026
Q1 		– Sell
-33,359
Closed -$1.57M – 178
2025
Q4 		$1.57M Buy
+33,359
New +$1.56M 0.41% 39

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s AMLP Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 4,032 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #188 among its holdings. This is a return to the name: Legacy Wealth Partners (Colorado) previously reported a position in AMLP as recently as Q4 2025.

Legacy Wealth Partners (Colorado) first reported a position in AMLP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.57M in Q4 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 4,032 shares of Alerian MLP ETF worth $209K as of Q2 2026.
  • Alerian MLP ETF was a new Legacy Wealth Partners (Colorado) position in Q2 2026.
  • Alerian MLP ETF made up 0.05% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #188 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Partners (Colorado)'s Alerian MLP ETF position peaked at $1.57M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.