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

Maridea 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	$652K	Sell	12,575 -1,496	-11%	-$78.5K	0.07%	253
2026 Q1	$741K	Buy	14,071 +404	+3%	+$20.6K	0.11%	194
2025 Q4	$643K	Buy	13,667 +83	+0.6%	+$3.89K	0.1%	202
2025 Q3	$630K	Buy	13,584 +171	+1%	+$8.27K	0.1%	199
2025 Q2	$655K	Sell	13,413 -74	-0.5%	-$3.59K	0.17%	119
2025 Q1	$701K	Buy	13,487 +436	+3%	+$22.4K	0.23%	83
2024 Q4	$629K	Buy	+13,051	New	+$627K	0.2%	86

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

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

Maridea Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 11% in Q2 2026, selling an estimated $78.5K and leaving 12,575 shares worth $652K. The position accounts for 0.07% of the portfolio, ranked #253.

Maridea Wealth Management first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $741K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Maridea Wealth Management held 12,575 shares of Alerian MLP ETF worth $652K as of Q2 2026.
Maridea Wealth Management sold 1,496 Alerian MLP ETF shares in Q2 2026, an estimated $78.5K.
Alerian MLP ETF made up 0.07% of Maridea Wealth Management's portfolio in Q2 2026, its #253 holding.
Maridea Wealth Management first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Alerian MLP ETF position peaked at $741K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.