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Newbridge Financial Services Group’s Alerian MLP ETF AMLP Stock Holding History

Newbridge Financial Services Group’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 		$97.2K Buy
1,875
+18
+1% +$945 0.01% 338
2026
Q1 		$97.8K Buy
1,857
+433
+30% +$22.1K 0.02% 316
2025
Q4 		$66.9K Buy
1,424
+20
+1% +$936 0.01% 374
2025
Q3 		$65.9K Sell
1,404
-12,013
-90% -$581K 0.01% 462
2025
Q2 		$656K Buy
13,417
+12,049
+881% +$584K 0.11% 148
2025
Q1 		$71.1K Sell
1,368
-1,984
-59% -$102K 0.02% 309
2024
Q4 		$161K Sell
3,352
-483
-13% -$23.2K 0.04% 228
2024
Q3 		$181K Sell
3,835
-733
-16% -$34.7K 0.06% 154
2024
Q2 		$219K Sell
4,568
-75
-2% -$3.5K 0.08% 172
2024
Q1 		$220K Buy
4,643
+298
+7% +$13.4K 0.1% 175
2023
Q4 		$185K Sell
4,345
-200
-4% -$8.48K 0.09% 197
2023
Q3 		$192K Buy
4,545
+485
+12% +$19.9K 0.1% 195
2023
Q2 		$159K Sell
4,060
-1,040
-20% -$40.3K 0.08% 236
2023
Q1 		$197K Hold
5,100
– – 0.1% 191
2022
Q4 		$194K Buy
5,100
+1,150
+29% +$45.2K 0.11% 182
2022
Q3 		$144K Hold
3,950
– – 0.08% 236
2022
Q2 		$136K Buy
3,950
+500
+14% +$19.2K 0.08% 217
2022
Q1 		$132K Buy
3,450
+500
+17% +$18.4K 0.06% 260
2021
Q4 		$97K Sell
2,950
-1,300
-31% -$44K 0.05% 312
2021
Q3 		$142K Hold
4,250
– – 0.09% 216
2021
Q2 		$155K Buy
4,250
+500
+13% +$17.2K 0.1% 213
2021
Q1 		$114K Buy
3,750
+1,250
+50% +$36.5K 0.08% 232
2020
Q4 		$64K Sell
2,500
-400
-14% -$9.61K 0.05% 281
2020
Q3 		$58K Buy
+2,900
New +$67.1K 0.06% 291

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Newbridge Financial Services Group's AMLP Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Alerian MLP ETF (AMLP) stake by 0.97% in Q2 2026, buying an estimated $945 and bringing the position to 1,875 shares worth $97.2K. The position accounts for 0.01% of the portfolio, ranked #338.

Newbridge Financial Services Group first reported a position in AMLP in Q3 2020 and has held it in 24 quarters since. The position peaked at $656K in Q2 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Newbridge Financial Services Group held 1,875 shares of Alerian MLP ETF worth $97.2K as of Q2 2026.
  • Newbridge Financial Services Group bought 18 Alerian MLP ETF shares in Q2 2026, an estimated $945.
  • Alerian MLP ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #338 holding.
  • Newbridge Financial Services Group first reported a position in Alerian MLP ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Alerian MLP ETF position peaked at $656K in Q2 2025.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.