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 Q2	$991K	Sell	19,114 -1,068	-5%	-$56.1K	0.67%	36
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 $1.89T 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

Perissos Private Wealth Management's AMLP Position: Q2 2026 in Review

Perissos Private Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 5.3% in Q2 2026, selling an estimated $56.1K and leaving 19,114 shares worth $991K. The position accounts for 0.67% of the portfolio, ranked #36.

Perissos Private Wealth Management first reported a position in AMLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2025. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Perissos Private Wealth Management held 19,114 shares of Alerian MLP ETF worth $991K as of Q2 2026.
Perissos Private Wealth Management sold 1,068 Alerian MLP ETF shares in Q2 2026, an estimated $56.1K.
Alerian MLP ETF made up 0.67% of Perissos Private Wealth Management's portfolio in Q2 2026, its #36 holding.
Perissos Private Wealth Management first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Alerian MLP ETF position peaked at $1.14M in Q1 2025.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.