Provenance Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Provenance 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	$616K	Hold	11,880	–	–	0.06%	59
2026 Q1	$625K	Hold	11,880	–	–	0.07%	54
2025 Q4	$559K	Sell	11,880 -206	-2%	-$9.64K	0.06%	57
2025 Q3	$567K	Hold	12,086	–	–	0.07%	62
2025 Q2	$591K	Sell	12,086 -5,397	-31%	-$262K	0.08%	59
2025 Q1	$908K	Hold	17,483	–	–	0.13%	40
2024 Q4	$842K	Hold	17,483	–	–	0.11%	58
2024 Q3	$824K	Sell	17,483 -59	-0.3%	-$2.79K	0.1%	72
2024 Q2	$842K	Hold	17,542	–	–	0.12%	69
2024 Q1	$833K	Buy	17,542 +4,376	+33%	+$197K	0.12%	67
2023 Q4	$560K	Hold	13,166	–	–	0.08%	81
2023 Q3	$556K	Buy	+13,166	New	+$540K	0.09%	72

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

Provenance Wealth Advisors's AMLP Position: Q2 2026 in Review

Provenance Wealth Advisors held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 11,880 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #59.

Provenance Wealth Advisors first reported a position in AMLP in Q3 2023 and has held it in 12 quarters since. The position peaked at $908K in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Provenance Wealth Advisors held 11,880 shares of Alerian MLP ETF worth $616K as of Q2 2026.
Provenance Wealth Advisors left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.06% of Provenance Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Provenance Wealth Advisors first reported a position in Alerian MLP ETF in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Alerian MLP ETF position peaked at $908K in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.