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Prevail Innovative Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Prevail Innovative Wealth 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
Q2 		– Sell
-24,915
Closed -$1.31M – 199
2026
Q1 		$1.31M Sell
24,915
-36,075
-59% -$1.84M 0.22% 119
2025
Q4 		$2.87M Buy
60,990
+13,136
+27% +$615K 0.51% 72
2025
Q3 		$2.25M Sell
47,854
-2,061
-4% -$99.7K 0.44% 81
2025
Q2 		$2.44M Buy
49,915
+16,362
+49% +$793K 0.55% 59
2025
Q1 		$1.74M Sell
33,553
-44,392
-57% -$2.28M 0.46% 71
2024
Q4 		$3.75M Buy
77,945
+45,617
+141% +$2.19M 1.09% 27
2024
Q3 		$1.52M Buy
32,328
+16,096
+99% +$761K 0.46% 74
2024
Q2 		$779K Buy
16,232
+6,292
+63% +$294K 0.28% 100
2024
Q1 		$472K Buy
+9,940
New +$447K 0.18% 127
2023
Q4 		– Sell
-89,934
Closed -$3.8M – 135
2023
Q3 		$3.8M Buy
89,934
+5,951
+7% +$244K 1.97% 8
2023
Q2 		$3.29M Buy
+83,983
New +$3.26M 1.8% 15

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AMLP Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 24,915 shares — an estimated $1.31M sold.

Prevail Innovative Wealth Advisors first reported a position in AMLP in Q2 2023 and held it in 11 quarters. The position peaked at $3.8M in Q3 2023. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 24,915 Alerian MLP ETF shares in Q2 2026, an estimated $1.31M.
  • Prevail Innovative Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2023 and held it in 11 quarters.
  • Prevail Innovative Wealth Advisors's Alerian MLP ETF position peaked at $3.8M in Q3 2023.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.