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

Oregon Pacific Wealth Management’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	$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

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

Oregon Pacific Wealth Management's AMLP Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 22% in Q1 2026, selling an estimated $88K and leaving 6,165 shares worth $325K. The position accounts for 0.34% of the portfolio, ranked #68.

Oregon Pacific Wealth Management first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $443K in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Oregon Pacific Wealth Management held 6,165 shares of Alerian MLP ETF worth $325K as of Q1 2026.
Oregon Pacific Wealth Management sold 1,728 Alerian MLP ETF shares in Q1 2026, an estimated $88K.
Alerian MLP ETF made up 0.34% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #68 holding.
Oregon Pacific Wealth Management first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
Oregon Pacific Wealth Management's Alerian MLP ETF position peaked at $443K in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.