Northwest Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Northwest Wealth Management’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	$443K	Sell	8,536 -92	-1%	-$4.83K	0.06%	148
2026 Q1	$454K	Hold	8,628	–	–	0.07%	134
2025 Q4	$406K	Sell	8,628 -104	-1%	-$4.87K	0.06%	142
2025 Q3	$410K	Sell	8,732 -730	-8%	-$35.3K	0.07%	123
2025 Q2	$462K	Sell	9,462 -1,776	-16%	-$86.1K	0.08%	109
2025 Q1	$584K	Sell	11,238 -79	-0.7%	-$4.06K	0.12%	90
2024 Q4	$545K	Sell	11,317 -157	-1%	-$7.55K	0.12%	94
2024 Q3	$541K	Sell	11,474 -83	-0.7%	-$3.93K	0.13%	92
2024 Q2	$555K	Sell	11,557 -5	-0%	-$234	0.14%	90
2024 Q1	$549K	Sell	11,562 -2,289	-17%	-$103K	0.15%	92
2023 Q4	$589K	Sell	13,851 -20	-0.1%	-$848	0.18%	83
2023 Q3	$585K	Sell	13,871 -957	-6%	-$39.3K	0.21%	80
2023 Q2	$581K	Sell	14,828 -762	-5%	-$29.6K	0.21%	81
2023 Q1	$603K	Sell	15,590 -137	-0.9%	-$5.37K	0.23%	81
2022 Q4	$599K	Sell	15,727 -498	-3%	-$19.6K	0.26%	78
2022 Q3	$593K	Sell	16,225 -29	-0.2%	-$1.1K	0.26%	83
2022 Q2	$560K	Sell	16,254 -900	-5%	-$34.5K	0.24%	88
2022 Q1	$657K	Hold	17,154	–	–	0.32%	75
2021 Q4	$562K	Sell	17,154 -67	-0.4%	-$2.27K	0.26%	73
2021 Q3	$574K	Hold	17,221	–	–	0.28%	70
2021 Q2	$627K	Sell	17,221 -1,547	-8%	-$53.1K	0.33%	66
2021 Q1	$572K	Sell	18,768 -1,813	-9%	-$52.9K	0.36%	66
2020 Q4	$528K	Sell	20,581 -523	-2%	-$12.6K	0.36%	66
2020 Q3	$422K	Sell	21,104 -1,906	-8%	-$44.1K	0.35%	67
2020 Q2	$568K	Buy	23,010 +421	+2%	+$10.3K	0.5%	52
2020 Q1	$389K	Buy	22,589 +4,507	+25%	+$153K	0.39%	59
2019 Q4	$768K	Sell	18,082 -189	-1%	-$7.93K	0.7%	43
2019 Q3	$835K	Sell	18,271 -1,210	-6%	-$57.2K	0.69%	47
2019 Q2	$959K	Sell	19,481 -978	-5%	-$48.4K	0.77%	41
2019 Q1	$1.03M	Buy	20,459 +672	+3%	+$32.9K	0.77%	33
2018 Q4	$864K	Sell	19,787 -748	-4%	-$36.7K	0.73%	38
2018 Q3	$1.1M	Sell	20,535 -482	-2%	-$26K	0.82%	31
2018 Q2	$1.06M	Sell	21,017 -8,330	-28%	-$422K	0.8%	33
2018 Q1	$1.38M	Sell	29,347 -160	-0.5%	-$8.55K	1.02%	25
2017 Q4	$1.59M	Buy	29,507 +5,953	+25%	+$318K	1.3%	23
2017 Q3	$1.32M	Sell	23,554 -17,892	-43%	-$1.02M	1.85%	15
2017 Q2	$2.48M	Buy	41,446 +5,270	+15%	+$321K	2.26%	13
2017 Q1	$2.3M	Buy	36,176 +3,696	+11%	+$237K	2.13%	14
2016 Q4	$2.05M	Buy	+32,480	New	+$2.01M	2.08%	15

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Northwest Wealth Management's AMLP Position: Q2 2026 in Review

Northwest Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 1.1% in Q2 2026, selling an estimated $4.83K and leaving 8,536 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #148.

Northwest Wealth Management first reported a position in AMLP in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.48M in Q2 2017. 349 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Northwest Wealth Management held 8,536 shares of Alerian MLP ETF worth $443K as of Q2 2026.
Northwest Wealth Management sold 92 Alerian MLP ETF shares in Q2 2026, an estimated $4.83K.
Alerian MLP ETF made up 0.06% of Northwest Wealth Management's portfolio in Q2 2026, its #148 holding.
Northwest Wealth Management first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 39 quarters since.
Northwest Wealth Management's Alerian MLP ETF position peaked at $2.48M in Q2 2017.
349 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.