Opal Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Opal Wealth Advisors’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	$451K	Buy	8,569 +209	+3%	+$10.6K	0.1%	103
2025 Q4	$393K	Sell	8,360 -107	-1%	-$5.01K	0.1%	122
2025 Q3	$397K	Buy	8,467 +221	+3%	+$10.7K	0.11%	111
2025 Q2	$403K	Buy	8,246 +3	+0%	+$145	0.11%	97
2025 Q1	$428K	Sell	8,243 -488	-6%	-$25.1K	0.13%	94
2024 Q4	$420K	Sell	8,731 -436	-5%	-$21K	0.13%	100
2024 Q3	$432K	Buy	9,167 +242	+3%	+$11.4K	0.14%	89
2024 Q2	$428K	Buy	8,925 +65	+0.7%	+$3.04K	0.14%	85
2024 Q1	$420K	Buy	8,860 +494	+6%	+$22.2K	0.14%	94
2023 Q4	$356K	Hold	8,366	–	–	0.14%	111
2023 Q3	$353K	Buy	8,366 +968	+13%	+$39.7K	0.21%	83
2023 Q2	$290K	Buy	7,398 +212	+3%	+$8.22K	0.14%	100
2023 Q1	$278K	Buy	+7,186	New	+$282K	0.16%	81
2022 Q2	–	Sell	-6,029	Closed	-$231K	–	112
2022 Q1	$231K	Buy	+6,029	New	+$222K	0.2%	87
2021 Q3	–	Sell	-5,724	Closed	-$208K	–	84
2021 Q2	$208K	Buy	+5,724	New	+$196K	0.19%	78

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

Opal Wealth Advisors's AMLP Position: Q1 2026 in Review

Opal Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 2.5% in Q1 2026, buying an estimated $10.6K and bringing the position to 8,569 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #103.

Opal Wealth Advisors first reported a position in AMLP in Q2 2021 and has held it in 15 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Opal Wealth Advisors held 8,569 shares of Alerian MLP ETF worth $451K as of Q1 2026.
Opal Wealth Advisors bought 209 Alerian MLP ETF shares in Q1 2026, an estimated $10.6K.
Alerian MLP ETF made up 0.1% of Opal Wealth Advisors's portfolio in Q1 2026, its #103 holding.
Opal Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2021 and has held it in 15 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.