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

LongView 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 Q2	$334K	Buy	6,435 +403	+7%	+$21.2K	0.09%	162
2026 Q1	$311K	Buy	6,032 +337	+6%	+$17.2K	0.08%	190
2025 Q4	$276K	Buy	+5,695	New	+$267K	0.07%	214

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

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

LongView Wealth Management increased its Alerian MLP ETF (AMLP) stake by 6.7% in Q2 2026, buying an estimated $21.2K and bringing the position to 6,435 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #162.

LongView Wealth Management first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

LongView Wealth Management held 6,435 shares of Alerian MLP ETF worth $334K as of Q2 2026.
LongView Wealth Management bought 403 Alerian MLP ETF shares in Q2 2026, an estimated $21.2K.
Alerian MLP ETF made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #162 holding.
LongView Wealth Management first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.