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

Private Wealth Asset 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	$84K	Hold	1,620	–	–	0.01%	358
2026 Q1	$85.3K	Hold	1,620	–	–	0.01%	349
2025 Q4	$76.2K	Hold	1,620	–	–	0.01%	357
2025 Q3	$76K	Buy	1,620 +600	+59%	+$29K	0.01%	339
2025 Q2	$49.8K	Hold	1,020	–	–	0.01%	404
2025 Q1	$53K	Buy	+1,020	New	+$52.4K	0.01%	380

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

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

Private Wealth Asset Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 1,620 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #358.

Private Wealth Asset Management first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $85.3K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Private Wealth Asset Management held 1,620 shares of Alerian MLP ETF worth $84K as of Q2 2026.
Private Wealth Asset Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #358 holding.
Private Wealth Asset Management first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Alerian MLP ETF position peaked at $85.3K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.