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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lyell Wealth Management's AMLP Position: Q1 2026 in Review

Lyell Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 4,500 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #199.

Lyell Wealth Management first reported a position in AMLP in Q2 2024 and has held it in 8 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Lyell Wealth Management held 4,500 shares of Alerian MLP ETF worth $237K as of Q1 2026.
Lyell Wealth Management left its Alerian MLP ETF share count unchanged in Q1 2026.
Alerian MLP ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #199 holding.
Lyell Wealth Management first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 8 quarters since.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.