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

ORG 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	$376K	Hold	7,243	–	–	0.06%	174
2026 Q1	$381K	Hold	7,243	–	–	0.08%	157
2025 Q4	$341K	Buy	7,243 +2,292	+46%	+$107K	0.08%	152
2025 Q3	$232K	Hold	4,951	–	–	0.05%	190
2025 Q2	$240K	Hold	4,951	–	–	0.06%	167
2025 Q1	$259K	Buy	4,951 +3,969	+404%	+$204K	0.08%	166
2024 Q4	$47.3K	Buy	982 +113	+13%	+$5.43K	0.01%	255
2024 Q3	$41K	Buy	+869	New	+$41.1K	0.01%	260

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

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

ORG Wealth Partners held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 7,243 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #174.

ORG Wealth Partners first reported a position in AMLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $381K in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

ORG Wealth Partners held 7,243 shares of Alerian MLP ETF worth $376K as of Q2 2026.
ORG Wealth Partners left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.06% of ORG Wealth Partners's portfolio in Q2 2026, its #174 holding.
ORG Wealth Partners first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Alerian MLP ETF position peaked at $381K in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.