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

Moran 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	$3.28M	Buy	62,393 +21,803	+54%	+$1.11M	0.1%	254
2025 Q4	$1.91M	Buy	40,590 +6,882	+20%	+$322K	0.06%	293
2025 Q3	$1.58M	Buy	33,708 +2,928	+10%	+$142K	0.05%	299
2025 Q2	$1.5M	Buy	30,780 +2,358	+8%	+$114K	0.05%	297
2025 Q1	$1.48M	Sell	28,422 -1,283	-4%	-$65.9K	0.05%	285
2024 Q4	$1.43M	Buy	29,705 +342	+1%	+$16.4K	0.05%	268
2024 Q3	$1.38M	Sell	29,363 -803	-3%	-$38K	0.04%	283
2024 Q2	$1.45M	Sell	30,166 -2,206	-7%	-$103K	0.05%	266
2024 Q1	$1.54M	Sell	32,372 -20,055	-38%	-$901K	0.05%	265
2023 Q4	$2.23M	Sell	52,427 -5,401	-9%	-$229K	0.08%	244
2023 Q3	$2.44M	Sell	57,828 -796	-1%	-$32.7K	0.09%	204
2023 Q2	$2.3M	Buy	+58,624	New	+$2.27M	0.09%	213

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

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

Moran Wealth Management increased its Alerian MLP ETF (AMLP) stake by 54% in Q1 2026, buying an estimated $1.11M and bringing the position to 62,393 shares worth $3.28M. The position accounts for 0.1% of the portfolio, ranked #254.

Moran Wealth Management first reported a position in AMLP in Q2 2023 and has held it in 12 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Moran Wealth Management held 62,393 shares of Alerian MLP ETF worth $3.28M as of Q1 2026.
Moran Wealth Management bought 21,803 Alerian MLP ETF shares in Q1 2026, an estimated $1.11M.
Alerian MLP ETF made up 0.1% of Moran Wealth Management's portfolio in Q1 2026, its #254 holding.
Moran Wealth Management first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 12 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.