NewEdge Wealth’s Alerian MLP ETF AMLP Stock Holding History

NewEdge Wealth’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	$3.67M	Sell	70,856 -2,334	-3%	-$123K	0.04%	309
2026 Q1	$3.85M	Buy	73,190 +28,286	+63%	+$1.44M	0.05%	277
2025 Q4	$2.11M	Sell	44,904 -2,241	-5%	-$105K	0.02%	431
2025 Q3	$2.21M	Buy	47,145 +8,299	+21%	+$401K	0.03%	376
2025 Q2	$1.9M	Buy	38,846 +151	+0.4%	+$7.32K	0.03%	388
2025 Q1	$2.01M	Buy	38,695 +28,900	+295%	+$1.48M	0.04%	351
2024 Q4	$472K	Hold	9,795	–	–	0.01%	650
2024 Q3	$462K	Sell	9,795 -1,277	-12%	-$60.4K	0.01%	635
2024 Q2	$531K	Hold	11,072	–	–	0.01%	534
2024 Q1	$519K	Buy	11,072 +170	+2%	+$7.64K	0.01%	557
2023 Q4	$464K	Buy	+10,902	New	+$462K	0.01%	525

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

NewEdge Wealth's AMLP Position: Q2 2026 in Review

NewEdge Wealth reduced its Alerian MLP ETF (AMLP) stake by 3.2% in Q2 2026, selling an estimated $123K and leaving 70,856 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #309.

NewEdge Wealth first reported a position in AMLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.85M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

NewEdge Wealth held 70,856 shares of Alerian MLP ETF worth $3.67M as of Q2 2026.
NewEdge Wealth sold 2,334 Alerian MLP ETF shares in Q2 2026, an estimated $123K.
Alerian MLP ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #309 holding.
NewEdge Wealth first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's Alerian MLP ETF position peaked at $3.85M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.