MWM
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Meadowbrook Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Meadowbrook 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 		$665K Buy
12,883
+1,250
+11% +$65.6K 0.72% 32
2026
Q1 		$612K Buy
11,633
+3,600
+45% +$183K 0.81% 35
2025
Q4 		$378K Buy
8,033
+850
+12% +$39.8K 0.43% 49
2025
Q3 		$337K Buy
+7,183
New +$347K 0.35% 63

Other funds holding AMLP

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
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
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

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

Meadowbrook Wealth Management increased its Alerian MLP ETF (AMLP) stake by 11% in Q2 2026, buying an estimated $65.6K and bringing the position to 12,883 shares worth $665K. The position accounts for 0.72% of the portfolio, ranked #32.

Meadowbrook Wealth Management first reported a position in AMLP in Q3 2025 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Meadowbrook Wealth Management held 12,883 shares of Alerian MLP ETF worth $665K as of Q2 2026.
  • Meadowbrook Wealth Management bought 1,250 Alerian MLP ETF shares in Q2 2026, an estimated $65.6K.
  • Alerian MLP ETF made up 0.72% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Meadowbrook Wealth Management first reported a position in Alerian MLP ETF in Q3 2025 and has held it in 4 quarters since.
  • 376 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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