Oregon Pacific Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$423K Buy
8,162
+1,997
+32% +$105K 0.4% 56
2026
Q1
$325K Sell
6,165
-1,728
-22% -$88K 0.34% 68
2025
Q4
$371K Sell
7,893
-391
-5% -$18.3K 0.38% 63
2025
Q3
$389K Buy
8,284
+90
+1% +$4.35K 0.34% 73
2025
Q2
$400K Sell
8,194
-344
-4% -$16.7K 0.38% 71
2025
Q1
$443K Buy
8,538
+142
+2% +$7.29K 0.44% 59
2024
Q4
$404K Buy
+8,396
New +$404K 0.4% 69

Other funds holding AMLP

Oregon Pacific Wealth Management's AMLP Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its Alerian MLP ETF (AMLP) stake by 32% in Q2 2026, buying an estimated $105K and bringing the position to 8,162 shares worth $423K. The position accounts for 0.4% of the portfolio, ranked #56.

Oregon Pacific Wealth Management first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $443K in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Oregon Pacific Wealth Management held 8,162 shares of Alerian MLP ETF worth $423K as of Q2 2026.
  • Oregon Pacific Wealth Management bought 1,997 Alerian MLP ETF shares in Q2 2026, an estimated $105K.
  • Alerian MLP ETF made up 0.4% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Oregon Pacific Wealth Management first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
  • Oregon Pacific Wealth Management's Alerian MLP ETF position peaked at $443K in Q1 2025.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.