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 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 $1.66T 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

NewEdge Wealth's AMLP Position: Q1 2026 in Review

NewEdge Wealth increased its Alerian MLP ETF (AMLP) stake by 63% in Q1 2026, buying an estimated $1.44M and bringing the position to 73,190 shares worth $3.85M. The position accounts for 0.05% of the portfolio, ranked #277.

NewEdge Wealth first reported a position in AMLP in Q4 2023 and has held it in 10 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

NewEdge Wealth held 73,190 shares of Alerian MLP ETF worth $3.85M as of Q1 2026.
NewEdge Wealth bought 28,286 Alerian MLP ETF shares in Q1 2026, an estimated $1.44M.
Alerian MLP ETF made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #277 holding.
NewEdge Wealth first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 10 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.