N.E.W. Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

N.E.W. Advisory Services’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	$27.5K	Hold	531	–	–	﹤0.01%	473
2026 Q1	$28K	Hold	531	–	–	﹤0.01%	453
2025 Q4	$25K	Sell	531 -584	-52%	-$27.3K	﹤0.01%	459
2025 Q3	$52.3K	Sell	1,115 -586	-34%	-$28.3K	﹤0.01%	314
2025 Q2	$83.1K	Sell	1,701 -205	-11%	-$9.94K	0.01%	262
2025 Q1	$99K	Buy	+1,906	New	+$97.9K	0.01%	279
2024 Q1	–	Sell	-6,164	Closed	-$262K	–	174
2023 Q4	$262K	Buy	6,164 +135	+2%	+$5.72K	0.03%	140
2023 Q3	$254K	Sell	6,029 -38	-0.6%	-$1.56K	0.04%	130
2023 Q2	$238K	Buy	6,067 +129	+2%	+$5K	0.03%	121
2023 Q1	$230K	Buy	5,938 +537	+10%	+$21.1K	0.03%	126
2022 Q4	$206K	Buy	+5,401	New	+$212K	0.03%	128

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

N.E.W. Advisory Services's AMLP Position: Q2 2026 in Review

N.E.W. Advisory Services held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 531 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

N.E.W. Advisory Services first reported a position in AMLP in Q4 2022 and has held it in 11 quarters since. The position peaked at $262K in Q4 2023. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

N.E.W. Advisory Services held 531 shares of Alerian MLP ETF worth $27.5K as of Q2 2026.
N.E.W. Advisory Services left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #473 holding.
N.E.W. Advisory Services first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 11 quarters since.
N.E.W. Advisory Services's Alerian MLP ETF position peaked at $262K in Q4 2023.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.