Perissos Private Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Perissos Private 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	$1.06M	Sell	20,182 -1,472	-7%	-$75K	0.92%	31
2025 Q4	$1.02M	Sell	21,654 -943	-4%	-$44.1K	0.88%	34
2025 Q3	$1.06M	Buy	22,597 +21	+0.1%	+$1.01K	0.77%	37
2025 Q2	$1.1M	Buy	22,576 +620	+3%	+$30.1K	0.87%	35
2025 Q1	$1.14M	Buy	21,956 +307	+1%	+$15.8K	1.04%	34
2024 Q4	$1.04M	Buy	21,649 +2,468	+13%	+$119K	0.78%	43
2024 Q3	$904K	Buy	19,181 +2,791	+17%	+$132K	0.73%	44
2024 Q2	$786K	Buy	16,390 +2,082	+15%	+$97.3K	0.71%	43
2024 Q1	$679K	Buy	+14,308	New	+$643K	0.62%	43

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

Perissos Private Wealth Management's AMLP Position: Q1 2026 in Review

Perissos Private Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 6.8% in Q1 2026, selling an estimated $75K and leaving 20,182 shares worth $1.06M. The position accounts for 0.92% of the portfolio, ranked #31.

Perissos Private Wealth Management first reported a position in AMLP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Perissos Private Wealth Management held 20,182 shares of Alerian MLP ETF worth $1.06M as of Q1 2026.
Perissos Private Wealth Management sold 1,472 Alerian MLP ETF shares in Q1 2026, an estimated $75K.
Alerian MLP ETF made up 0.92% of Perissos Private Wealth Management's portfolio in Q1 2026, its #31 holding.
Perissos Private Wealth Management first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Alerian MLP ETF position peaked at $1.14M in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.