Lodestone Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$115K Buy
2,213
+41
+2% +$2.15K 0.04% 225
2026
Q1
$114K Buy
2,172
+42
+2% +$2.14K 0.05% 208
2025
Q4
$100K Buy
+2,130
New +$99.7K 0.04% 217

Other funds holding AMLP

Lodestone Wealth Management's AMLP Position: Q2 2026 in Review

Lodestone Wealth Management increased its Alerian MLP ETF (AMLP) stake by 1.9% in Q2 2026, buying an estimated $2.15K and bringing the position to 2,213 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #225.

Lodestone Wealth Management first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Lodestone Wealth Management held 2,213 shares of Alerian MLP ETF worth $115K as of Q2 2026.
  • Lodestone Wealth Management bought 41 Alerian MLP ETF shares in Q2 2026, an estimated $2.15K.
  • Alerian MLP ETF made up 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Lodestone Wealth Management first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
  • 807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.