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Powell Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Powell Investment Advisors’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 		$1.11M Sell
21,152
-2,778
-12% -$141K 0.38% 36
2025
Q4 		$1.13M Buy
23,930
+188
+0.8% +$8.8K 0.39% 34
2025
Q3 		$1.11M Buy
23,742
+1,211
+5% +$58.6K 0.39% 35
2025
Q2 		$1.1M Buy
22,531
+44
+0.2% +$2.13K 0.41% 33
2025
Q1 		$1.17M Buy
22,487
+40
+0.2% +$2.05K 0.57% 25
2024
Q4 		$1.08M Buy
22,447
+42
+0.2% +$2.02K 0.5% 29
2024
Q3 		$1.06M Buy
22,405
+44
+0.2% +$2.08K 0.49% 34
2024
Q2 		$1.07M Sell
22,361
-1,637
-7% -$76.5K 0.56% 29
2024
Q1 		$1.14M Buy
23,998
+1,765
+8% +$79.3K 0.6% 25
2023
Q4 		$945K Buy
22,233
+40
+0.2% +$1.7K 0.52% 30
2023
Q3 		$937K Buy
22,193
+3,075
+16% +$126K 0.56% 29
2023
Q2 		$750K Buy
19,118
+3,947
+26% +$153K 0.44% 38
2023
Q1 		$586K Buy
15,171
+35
+0.2% +$1.37K 0.33% 54
2022
Q4 		$576K Buy
15,136
+34
+0.2% +$1.34K 0.33% 51
2022
Q3 		$552K Buy
15,102
+32
+0.2% +$1.22K 0.36% 49
2022
Q2 		$519K Buy
15,070
+769
+5% +$29.5K 0.31% 50
2022
Q1 		$548K Buy
14,301
+539
+4% +$19.8K 0.32% 48
2021
Q4 		$451K Sell
13,762
-29
-0.2% -$982 0.26% 53
2021
Q3 		$460K Buy
13,791
+2,190
+19% +$73.1K 0.28% 52
2021
Q2 		$422K Sell
11,601
-9,159
-44% -$314K 0.26% 52
2021
Q1 		$633K Buy
20,760
+967
+5% +$28.2K 0.41% 34
2020
Q4 		$508K Buy
19,793
+1,119
+6% +$26.9K 0.39% 37
2020
Q3 		$373K Buy
18,674
+37
+0.2% +$856 0.32% 46
2020
Q2 		$460K Sell
18,637
-8,589
-32% -$210K 0.44% 39
2020
Q1 		$468K Buy
27,226
+17,734
+187% +$601K 0.57% 35
2019
Q4 		$403K Buy
+9,492
New +$398K 0.42% 53

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Powell Investment Advisors's AMLP Position: Q1 2026 in Review

Powell Investment Advisors reduced its Alerian MLP ETF (AMLP) stake by 12% in Q1 2026, selling an estimated $141K and leaving 21,152 shares worth $1.11M. The position accounts for 0.38% of the portfolio, ranked #36.

Powell Investment Advisors first reported a position in AMLP in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.17M in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Powell Investment Advisors held 21,152 shares of Alerian MLP ETF worth $1.11M as of Q1 2026.
  • Powell Investment Advisors sold 2,778 Alerian MLP ETF shares in Q1 2026, an estimated $141K.
  • Alerian MLP ETF made up 0.38% of Powell Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • Powell Investment Advisors first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's Alerian MLP ETF position peaked at $1.17M in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.