Pasadena Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

Pasadena Private Wealth’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	–	Sell	-3,934	Closed	-$207K	–	311
2026 Q1	$207K	Buy	+3,934	New	+$200K	0.03%	213
2020 Q1	–	Sell	-16,673	Closed	-$709K	–	79
2019 Q4	$709K	Buy	+16,673	New	+$700K	0.31%	27

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

Pasadena Private Wealth's AMLP Position: Q2 2026 in Review

Pasadena Private Wealth sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 3,934 shares — an estimated $207K sold.

Pasadena Private Wealth first reported a position in AMLP in Q4 2019 and held it in 2 quarters. The position peaked at $709K in Q4 2019. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Pasadena Private Wealth reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Pasadena Private Wealth sold 3,934 Alerian MLP ETF shares in Q2 2026, an estimated $207K.
Pasadena Private Wealth first reported a position in Alerian MLP ETF in Q4 2019 and held it in 2 quarters.
Pasadena Private Wealth's Alerian MLP ETF position peaked at $709K in Q4 2019.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.