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NWAM LLC’s Alerian MLP ETF AMLP Stock Holding History

NWAM LLC’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 		$8.19M Buy
157,897
+348
+0.2% +$18.3K 0.41% 54
2026
Q1 		$8.29M Buy
157,549
+1,466
+0.9% +$74.7K 0.48% 49
2025
Q4 		$7.42M Sell
156,083
-3,463
-2% -$162K 0.41% 55
2025
Q3 		$7.47M Sell
159,546
-8,605
-5% -$416K 0.41% 54
2025
Q2 		$8.26M Buy
168,151
+142,434
+554% +$6.91M 0.48% 42
2025
Q1 		$1.34M Sell
25,717
-138,948
-84% -$7.13M 0.11% 171
2024
Q4 		$7.93M Buy
164,665
+679
+0.4% +$32.6K 0.49% 44
2024
Q3 		$7.73M Buy
+163,986
New +$7.76M 0.47% 43
2024
Q2 		– Sell
-7,675
Closed -$364K – 166
2024
Q1 		$364K Sell
7,675
-88,801
-92% -$3.99M 0.03% 395
2023
Q4 		$4.1M Buy
96,476
+3,282
+4% +$139K 0.33% 74
2023
Q3 		$3.93M Buy
93,194
+1,359
+1% +$55.8K 0.4% 58
2023
Q2 		$3.6M Buy
+91,835
New +$3.56M 0.3% 84
2023
Q1 		– Sell
-86,041
Closed -$3.28M – 483
2022
Q4 		$3.28M Buy
86,041
+1,605
+2% +$63.1K 0.29% 99
2022
Q3 		$3.09M Buy
84,436
+2
+0% +$76 0.29% 89
2022
Q2 		$2.91M Buy
84,434
+143
+0.2% +$5.49K 0.27% 84
2022
Q1 		$3.23M Sell
84,291
-3,034
-3% -$112K 0.25% 95
2021
Q4 		$2.86M Buy
87,325
+6,963
+9% +$236K 0.23% 106
2021
Q3 		$2.68M Buy
80,362
+633
+0.8% +$21.1K 0.24% 99
2021
Q2 		$2.9M Sell
79,729
-1,014
-1% -$34.8K 0.27% 92
2021
Q1 		$2.46M Buy
80,743
+69,185
+599% +$2.02M 0.25% 102
2020
Q4 		$297K Buy
+11,558
New +$278K 0.03% 351
2017
Q4 		– Sell
-45,267
Closed -$2.54M – 326
2017
Q3 		$2.54M Buy
45,267
+1,790
+4% +$102K 0.66% 37
2017
Q2 		$2.6M Buy
+43,477
New +$2.65M 0.45% 34

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

NWAM LLC's AMLP Position: Q2 2026 in Review

NWAM LLC increased its Alerian MLP ETF (AMLP) stake by 0.22% in Q2 2026, buying an estimated $18.3K and bringing the position to 157,897 shares worth $8.19M. The position accounts for 0.41% of the portfolio, ranked #54.

NWAM LLC first reported a position in AMLP in Q2 2017 and has held it in 23 quarters since. The position peaked at $8.29M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • NWAM LLC held 157,897 shares of Alerian MLP ETF worth $8.19M as of Q2 2026.
  • NWAM LLC bought 348 Alerian MLP ETF shares in Q2 2026, an estimated $18.3K.
  • Alerian MLP ETF made up 0.41% of NWAM LLC's portfolio in Q2 2026, its #54 holding.
  • NWAM LLC first reported a position in Alerian MLP ETF in Q2 2017 and has held it in 23 quarters since.
  • NWAM LLC's Alerian MLP ETF position peaked at $8.29M in Q1 2026.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.