PWS
AMLP icon

Proactive Wealth Strategies’s Alerian MLP ETF AMLP Stock Holding History

Proactive Wealth Strategies’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 		$216K Hold
4,168
– – 0.03% 211
2026
Q1 		$219K Buy
+4,168
New +$212K 0.04% 198

Other funds holding AMLP

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
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Proactive Wealth Strategies's AMLP Position: Q2 2026 in Review

Proactive Wealth Strategies held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 4,168 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #211.

Proactive Wealth Strategies first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $219K in Q1 2026. 562 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Proactive Wealth Strategies held 4,168 shares of Alerian MLP ETF worth $216K as of Q2 2026.
  • Proactive Wealth Strategies left its Alerian MLP ETF share count unchanged in Q2 2026.
  • Alerian MLP ETF made up 0.03% of Proactive Wealth Strategies's portfolio in Q2 2026, its #211 holding.
  • Proactive Wealth Strategies first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • Proactive Wealth Strategies's Alerian MLP ETF position peaked at $219K in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.