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 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 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

Prevail Innovative Wealth Advisors's AMLP Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 59% in Q1 2026, selling an estimated $1.84M and leaving 24,915 shares worth $1.31M. The position accounts for 0.22% of the portfolio, ranked #119.

Prevail Innovative Wealth Advisors first reported a position in AMLP in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q3 2023. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Prevail Innovative Wealth Advisors held 24,915 shares of Alerian MLP ETF worth $1.31M as of Q1 2026.
Prevail Innovative Wealth Advisors sold 36,075 Alerian MLP ETF shares in Q1 2026, an estimated $1.84M.
Alerian MLP ETF made up 0.22% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #119 holding.
Prevail Innovative Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 11 quarters since.
Prevail Innovative Wealth Advisors's Alerian MLP ETF position peaked at $3.8M in Q3 2023.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.