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

Lyell 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	$233K	Hold	4,500	–	–	0.01%	221
2026 Q1	$237K	Hold	4,500	–	–	0.02%	199
2025 Q4	$212K	Hold	4,500	–	–	0.02%	206
2025 Q3	$211K	Hold	4,500	–	–	0.02%	203
2025 Q2	$220K	Hold	4,500	–	–	0.02%	205
2025 Q1	$234K	Hold	4,500	–	–	0.02%	190
2024 Q4	$217K	Hold	4,500	–	–	0.02%	194
2024 Q3	$212K	Hold	4,500	–	–	0.02%	199
2024 Q2	$216K	Buy	+4,500	New	+$210K	0.02%	194

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

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

Lyell Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 4,500 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #221.

Lyell Wealth Management first reported a position in AMLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $237K in Q1 2026. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Lyell Wealth Management held 4,500 shares of Alerian MLP ETF worth $233K as of Q2 2026.
Lyell Wealth Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #221 holding.
Lyell Wealth Management first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 9 quarters since.
Lyell Wealth Management's Alerian MLP ETF position peaked at $237K in Q1 2026.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.