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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$946K Buy
18,250
+4,000
+28% +$210K 0.16% 73
2026
Q1
$750K Buy
14,250
+500
+4% +$25.5K 0.15% 68
2025
Q4
$647K Buy
13,750
+500
+4% +$23.4K 0.12% 76
2025
Q3
$622K Sell
13,250
-404
-3% -$19.5K 0.12% 76
2025
Q2
$667K Buy
13,654
+4,454
+48% +$216K 0.14% 76
2025
Q1
$478K Buy
9,200
+200
+2% +$10.3K 0.11% 98
2024
Q4
$433K Buy
9,000
+3,300
+58% +$159K 0.1% 113
2024
Q3
$269K Hold
5,700
0.06% 150
2024
Q2
$273K Buy
+5,700
New +$266K 0.07% 146

Other funds holding AMLP

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

Mattern Wealth Management increased its Alerian MLP ETF (AMLP) stake by 28% in Q2 2026, buying an estimated $210K and bringing the position to 18,250 shares worth $946K. The position accounts for 0.16% of the portfolio, ranked #73.

Mattern Wealth Management first reported a position in AMLP in Q2 2024 and has held it in 9 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Mattern Wealth Management held 18,250 shares of Alerian MLP ETF worth $946K as of Q2 2026.
  • Mattern Wealth Management bought 4,000 Alerian MLP ETF shares in Q2 2026, an estimated $210K.
  • Alerian MLP ETF made up 0.16% of Mattern Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Mattern Wealth Management first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 9 quarters since.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.