MPWM Advisory Solutions’s Alerian MLP ETF AMLP Stock Holding History

MPWM Advisory Solutions’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	$1M	Sell	19,311 -11	-0.1%	-$577	0.46%	41
2026 Q1	$1.02M	Buy	19,322 +1,155	+6%	+$58.8K	0.54%	36
2025 Q4	$854K	Sell	18,167 -31	-0.2%	-$1.45K	0.48%	35
2025 Q3	$854K	Buy	18,198 +937	+5%	+$45.3K	0.51%	32
2025 Q2	$843K	Buy	17,261 +5,389	+45%	+$261K	0.53%	31
2025 Q1	$617K	Buy	11,872 +3,935	+50%	+$202K	0.45%	32
2024 Q4	$382K	Buy	+7,937	New	+$382K	0.28%	46

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

MPWM Advisory Solutions's AMLP Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Alerian MLP ETF (AMLP) stake by 0.06% in Q2 2026, selling an estimated $577 and leaving 19,311 shares worth $1M. The position accounts for 0.46% of the portfolio, ranked #41.

MPWM Advisory Solutions first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

MPWM Advisory Solutions held 19,311 shares of Alerian MLP ETF worth $1M as of Q2 2026.
MPWM Advisory Solutions sold 11 Alerian MLP ETF shares in Q2 2026, an estimated $577.
Alerian MLP ETF made up 0.46% of MPWM Advisory Solutions's portfolio in Q2 2026, its #41 holding.
MPWM Advisory Solutions first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Alerian MLP ETF position peaked at $1.02M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.