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

Quadrant Private 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	$315K	Buy	+5,991	New	+$305K	0.05%	222
2022 Q2	$215K	Sell	6,250 -286	-4%	-$11K	0.09%	183
2022 Q1	$250K	Buy	+6,536	New	+$240K	0.09%	180
2020 Q2	–	Sell	-14,473	Closed	-$249K	–	182
2020 Q1	$249K	Hold	14,473	–	–	0.21%	117
2019 Q4	$615K	Buy	14,473 +380	+3%	+$16K	0.55%	45
2019 Q3	$644K	Hold	14,093	–	–	0.59%	42
2019 Q2	$694K	Hold	14,093	–	–	0.63%	35
2019 Q1	$707K	Sell	14,093 -940	-6%	-$46.1K	0.65%	33
2018 Q4	$656K	Buy	+15,033	New	+$737K	0.7%	34

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

Quadrant Private Wealth Management's AMLP Position: Q1 2026 in Review

Quadrant Private Wealth Management opened a new position in Alerian MLP ETF (AMLP) in Q1 2026: 5,991 shares worth $315K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in AMLP as recently as Q2 2022.

Quadrant Private Wealth Management first reported a position in AMLP in Q4 2018 and has held it in 9 quarters since. The position peaked at $707K in Q1 2019. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Quadrant Private Wealth Management held 5,991 shares of Alerian MLP ETF worth $315K as of Q1 2026.
Alerian MLP ETF was a new Quadrant Private Wealth Management position in Q1 2026.
Alerian MLP ETF made up 0.05% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #222 holding.
Quadrant Private Wealth Management first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 9 quarters since.
Quadrant Private Wealth Management's Alerian MLP ETF position peaked at $707K in Q1 2019.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.