LVW Advisors’s Alerian MLP ETF AMLP Stock Holding History

LVW Advisors’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	$217K	Buy	+4,185	New	+$220K	0.02%	426
2025 Q2	–	Sell	-5,555	Closed	-$289K	–	331
2025 Q1	$289K	Hold	5,555	–	–	0.03%	241
2024 Q4	$268K	Hold	5,555	–	–	0.03%	268
2024 Q3	$262K	Sell	5,555 -1,800	-24%	-$85.1K	0.03%	265
2024 Q2	$353K	Buy	7,355 +1,800	+32%	+$84.1K	0.05%	208
2024 Q1	$264K	Buy	+5,555	New	+$250K	0.04%	242
2023 Q4	–	Sell	-5,555	Closed	-$234K	–	257
2023 Q3	$234K	Hold	5,555	–	–	0.05%	199
2023 Q2	$218K	Buy	5,555 +370	+7%	+$14.3K	0.04%	187
2023 Q1	$200K	Buy	+5,185	New	+$203K	0.04%	226
2019 Q3	–	Sell	-23,975	Closed	-$1.18M	–	170
2019 Q2	$1.18M	Sell	23,975 -6,210	-21%	-$307K	0.33%	54
2019 Q1	$1.51M	Sell	30,185 -2,569	-8%	-$126K	0.4%	56
2018 Q4	$1.43M	Buy	32,754 +27,255	+496%	+$1.34M	0.48%	49
2018 Q3	$294K	Hold	5,499	–	–	0.08%	134
2018 Q2	$278K	Sell	5,499 -74,875	-93%	-$3.8M	0.09%	123
2018 Q1	$3.77M	Buy	80,374 +16,733	+26%	+$895K	1.17%	17
2017 Q4	$3.43M	Buy	63,641 +49,695	+356%	+$2.66M	1%	26
2017 Q3	$782K	Buy	13,946 +281	+2%	+$16.1K	0.31%	62
2017 Q2	$817K	Sell	13,665 -139	-1%	-$8.47K	0.29%	49
2017 Q1	$877K	Buy	13,804 +317	+2%	+$20.4K	0.31%	49
2016 Q4	$850K	Buy	13,487 +2,471	+22%	+$153K	0.3%	51
2016 Q3	$699K	Sell	11,016 -5,845	-35%	-$370K	0.23%	59
2016 Q2	$1.07M	Sell	16,861 -3,754	-18%	-$226K	0.4%	41
2016 Q1	$1.13M	Sell	20,615 -132,064	-86%	-$6.71M	0.36%	46
2015 Q4	$9.2M	Buy	152,679 +101,865	+200%	+$6.37M	3.6%	4
2015 Q3	$3.17M	Buy	50,814 +21,856	+75%	+$1.59M	1.46%	16
2015 Q2	$2.25M	Sell	28,958 -7,901	-21%	-$657K	0.96%	30
2015 Q1	$3.05M	Sell	36,859 -941	-2%	-$79.5K	1.45%	16
2014 Q4	$3.31M	Buy	+37,800	New	+$3.43M	1.82%	15

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

LVW Advisors's AMLP Position: Q2 2026 in Review

LVW Advisors opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 4,185 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #426 among its holdings. This is a return to the name: LVW Advisors previously reported a position in AMLP as recently as Q1 2025.

LVW Advisors first reported a position in AMLP in Q4 2014 and has held it in 28 quarters since. The position peaked at $9.2M in Q4 2015. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

LVW Advisors held 4,185 shares of Alerian MLP ETF worth $217K as of Q2 2026.
Alerian MLP ETF was a new LVW Advisors position in Q2 2026.
Alerian MLP ETF made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #426 holding.
LVW Advisors first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 28 quarters since.
LVW Advisors's Alerian MLP ETF position peaked at $9.2M in Q4 2015.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.