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 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 $1.66T 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

MPWM Advisory Solutions's AMLP Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Alerian MLP ETF (AMLP) stake by 6.4% in Q1 2026, buying an estimated $58.8K and bringing the position to 19,322 shares worth $1.02M. The position accounts for 0.54% of the portfolio, ranked #36.

MPWM Advisory Solutions first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

MPWM Advisory Solutions held 19,322 shares of Alerian MLP ETF worth $1.02M as of Q1 2026.
MPWM Advisory Solutions bought 1,155 Alerian MLP ETF shares in Q1 2026, an estimated $58.8K.
Alerian MLP ETF made up 0.54% of MPWM Advisory Solutions's portfolio in Q1 2026, its #36 holding.
MPWM Advisory Solutions first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.