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Onyx Bridge Wealth Group’s Alerian MLP ETF AMLP Stock Holding History

Onyx Bridge Wealth Group’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 		$902K Buy
17,388
+304
+2% +$16K 0.08% 165
2026
Q1 		$899K Buy
17,084
+1,382
+9% +$70.4K 0.1% 152
2025
Q4 		$738K Buy
15,702
+625
+4% +$29.3K 0.08% 168
2025
Q3 		$708K Sell
15,077
-876
-5% -$42.4K 0.08% 176
2025
Q2 		$779K Buy
15,953
+553
+4% +$26.8K 0.1% 136
2025
Q1 		$800K Sell
15,400
-166
-1% -$8.52K 0.11% 119
2024
Q4 		$750K Buy
15,566
+480
+3% +$23.1K 0.11% 123
2024
Q3 		$711K Buy
15,086
+498
+3% +$23.6K 0.11% 128
2024
Q2 		$700K Sell
14,588
-50
-0.3% -$2.34K 0.11% 121
2024
Q1 		$696K Buy
14,638
+723
+5% +$32.5K 0.12% 120
2023
Q4 		$592K Buy
13,915
+333
+2% +$14.1K 0.12% 117
2023
Q3 		$573K Sell
13,582
-1,149
-8% -$47.2K 0.13% 121
2023
Q2 		$578K Buy
14,731
+421
+3% +$16.3K 0.14% 114
2023
Q1 		$553K Buy
14,310
+2,480
+21% +$97.2K 0.22% 82
2022
Q4 		$464K Buy
11,830
+890
+8% +$35K 0.19% 83
2022
Q3 		$415K Buy
10,940
+764
+8% +$29.1K 0.19% 90
2022
Q2 		$366K Buy
10,176
+2,402
+31% +$92.2K 0.16% 84
2022
Q1 		$296K Buy
+7,774
New +$286K 0.11% 106

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

Onyx Bridge Wealth Group's AMLP Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Alerian MLP ETF (AMLP) stake by 1.8% in Q2 2026, buying an estimated $16K and bringing the position to 17,388 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #165.

Onyx Bridge Wealth Group first reported a position in AMLP in Q1 2022 and has held it in 18 quarters since. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Onyx Bridge Wealth Group held 17,388 shares of Alerian MLP ETF worth $902K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 304 Alerian MLP ETF shares in Q2 2026, an estimated $16K.
  • Alerian MLP ETF made up 0.08% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #165 holding.
  • Onyx Bridge Wealth Group first reported a position in Alerian MLP ETF in Q1 2022 and has held it in 18 quarters since.
  • 810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.