Provident Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Provident Wealth 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 Q1	$268K	Sell	5,096 -187	-4%	-$9.52K	0.08%	67
2025 Q4	$248K	Sell	5,283 -428	-7%	-$20K	0.07%	68
2025 Q3	$268K	Sell	5,711 -134	-2%	-$6.48K	0.08%	69
2025 Q2	$286K	Sell	5,845 -606	-9%	-$29.4K	0.09%	66
2025 Q1	$335K	Sell	6,451 -2,679	-29%	-$138K	0.12%	55
2024 Q4	$440K	Sell	9,130 -2,904	-24%	-$140K	0.15%	50
2024 Q3	$567K	Sell	12,034 -6,400	-35%	-$303K	0.19%	45
2024 Q2	$884K	Sell	18,434 -6,093	-25%	-$285K	0.32%	38
2024 Q1	$1.16M	Sell	24,527 -753	-3%	-$33.8K	0.44%	34
2023 Q4	$1.07M	Sell	25,280 -598	-2%	-$25.4K	0.47%	33
2023 Q3	$1.09M	Sell	25,878 -1,767	-6%	-$72.5K	0.53%	32
2023 Q2	$1.08M	Sell	27,645 -9,683	-26%	-$376K	0.53%	31
2023 Q1	$1.44M	Sell	37,328 -214	-0.6%	-$8.39K	0.74%	27
2022 Q4	$1.43M	Buy	37,542 +10,131	+37%	+$398K	0.84%	25
2022 Q3	$1M	Buy	27,411 +4,527	+20%	+$172K	0.61%	30
2022 Q2	$788K	Sell	22,884 -25,798	-53%	-$990K	0.5%	29
2022 Q1	$1.86M	Sell	48,682 -231	-0.5%	-$8.5K	1.13%	29
2021 Q4	$1.6M	Buy	48,913 +2,677	+6%	+$90.7K	1.05%	28
2021 Q3	$1.54M	Buy	46,236 +1,586	+4%	+$52.9K	1.17%	27
2021 Q2	$1.63M	Buy	44,650 +5,614	+14%	+$193K	1.37%	25
2021 Q1	$1.19M	Buy	+39,036	New	+$1.14M	1.32%	19

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

Provident Wealth Management's AMLP Position: Q1 2026 in Review

Provident Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 3.5% in Q1 2026, selling an estimated $9.52K and leaving 5,096 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #67.

Provident Wealth Management first reported a position in AMLP in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.86M in Q1 2022. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Provident Wealth Management held 5,096 shares of Alerian MLP ETF worth $268K as of Q1 2026.
Provident Wealth Management sold 187 Alerian MLP ETF shares in Q1 2026, an estimated $9.52K.
Alerian MLP ETF made up 0.08% of Provident Wealth Management's portfolio in Q1 2026, its #67 holding.
Provident Wealth Management first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 21 quarters since.
Provident Wealth Management's Alerian MLP ETF position peaked at $1.86M in Q1 2022.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.