Perigon Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Perigon 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	$3.19M	Buy	60,530 +18,345	+43%	+$934K	0.06%	286
2025 Q4	$1.98M	Buy	42,185 +612	+1%	+$28.6K	0.04%	375
2025 Q3	$1.95M	Buy	41,573 +916	+2%	+$44.3K	0.04%	360
2025 Q2	$1.99M	Buy	40,657 +623	+2%	+$30.2K	0.05%	332
2025 Q1	$2.08M	Buy	40,034 +945	+2%	+$48.5K	0.05%	296
2024 Q4	$2.01M	Buy	39,089 +2,476	+7%	+$119K	0.05%	309
2024 Q3	$1.73M	Sell	36,613 -9,924	-21%	-$469K	0.05%	314
2024 Q2	$2.23M	Buy	46,537 +10,451	+29%	+$488K	0.06%	244
2024 Q1	$1.71M	Buy	36,086 +21,302	+144%	+$957K	0.05%	272
2023 Q4	$629K	Sell	14,784 -4,500	-23%	-$191K	0.02%	439
2023 Q3	$814K	Buy	+19,284	New	+$791K	0.03%	340
2018 Q2	–	Sell	-125	Closed	-$6K	–	250
2018 Q1	$6K	Hold	125	–	–	﹤0.01%	542
2017 Q4	$7K	Hold	125	–	–	﹤0.01%	512
2017 Q3	$7K	Sell	125 -1,003	-89%	-$57.3K	﹤0.01%	535
2017 Q2	$67K	Sell	1,128 -41	-4%	-$2.5K	0.01%	347
2017 Q1	$74K	Sell	1,169 -71	-6%	-$4.56K	0.02%	337
2016 Q4	$80K	Sell	1,240 -44	-3%	-$2.72K	0.02%	308
2016 Q3	$81K	Buy	+1,284	New	+$81.2K	0.02%	257

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

Perigon Wealth Management's AMLP Position: Q1 2026 in Review

Perigon Wealth Management increased its Alerian MLP ETF (AMLP) stake by 43% in Q1 2026, buying an estimated $934K and bringing the position to 60,530 shares worth $3.19M. The position accounts for 0.06% of the portfolio, ranked #286.

Perigon Wealth Management first reported a position in AMLP in Q3 2016 and has held it in 18 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Perigon Wealth Management held 60,530 shares of Alerian MLP ETF worth $3.19M as of Q1 2026.
Perigon Wealth Management bought 18,345 Alerian MLP ETF shares in Q1 2026, an estimated $934K.
Alerian MLP ETF made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #286 holding.
Perigon Wealth Management first reported a position in Alerian MLP ETF in Q3 2016 and has held it in 18 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.