Obermeyer Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Obermeyer Wealth Partners’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	$297K	Sell	5,726 -464	-7%	-$24.4K	0.01%	250
2026 Q1	$326K	Buy	+6,190	New	+$315K	0.02%	232

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

Obermeyer Wealth Partners's AMLP Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Alerian MLP ETF (AMLP) stake by 7.5% in Q2 2026, selling an estimated $24.4K and leaving 5,726 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #250.

Obermeyer Wealth Partners first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $326K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Obermeyer Wealth Partners held 5,726 shares of Alerian MLP ETF worth $297K as of Q2 2026.
Obermeyer Wealth Partners sold 464 Alerian MLP ETF shares in Q2 2026, an estimated $24.4K.
Alerian MLP ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #250 holding.
Obermeyer Wealth Partners first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
Obermeyer Wealth Partners's Alerian MLP ETF position peaked at $326K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.