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

MGB 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
2025 Q4	$3.31M	Sell	70,297 -7,543	-10%	-$353K	0.95%	19
2025 Q3	$3.65M	Sell	77,840 -6,227	-7%	-$301K	1.03%	14
2025 Q2	$4.11M	Buy	84,067 +7,469	+10%	+$362K	1.35%	10
2025 Q1	$3.98M	Buy	76,598 +17,443	+29%	+$896K	1.44%	11
2024 Q4	$2.85M	Buy	59,155 +10,461	+21%	+$503K	0.88%	18
2024 Q3	$2.29M	Buy	48,694 +473	+1%	+$22.4K	0.83%	24
2024 Q2	$2.33M	Buy	48,221 +8,885	+23%	+$415K	0.87%	22
2024 Q1	$1.86M	Buy	39,336 +151	+0.4%	+$6.78K	0.76%	32
2023 Q4	$1.67M	Buy	+39,185	New	+$1.66M	0.84%	32

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

MGB Wealth Management's AMLP Position: Q4 2025 in Review

MGB Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 9.7% in Q4 2025, selling an estimated $353K and leaving 70,297 shares worth $3.31M. The position accounts for 0.95% of the portfolio, ranked #19.

MGB Wealth Management first reported a position in AMLP in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.11M in Q2 2025. 775 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

MGB Wealth Management held 70,297 shares of Alerian MLP ETF worth $3.31M as of Q4 2025.
MGB Wealth Management sold 7,543 Alerian MLP ETF shares in Q4 2025, an estimated $353K.
Alerian MLP ETF made up 0.95% of MGB Wealth Management's portfolio in Q4 2025, its #19 holding.
MGB Wealth Management first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Alerian MLP ETF position peaked at $4.11M in Q2 2025.
775 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.