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 Q2	–	Sell	-5,991	Closed	-$315K	–	178
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 $1.89T 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

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

Quadrant Private Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 5,991 shares — an estimated $315K sold.

Quadrant Private Wealth Management first reported a position in AMLP in Q4 2018 and held it in 9 quarters. The position peaked at $707K in Q1 2019. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Quadrant Private Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 5,991 Alerian MLP ETF shares in Q2 2026, an estimated $315K.
Quadrant Private Wealth Management first reported a position in Alerian MLP ETF in Q4 2018 and held it in 9 quarters.
Quadrant Private Wealth Management's Alerian MLP ETF position peaked at $707K in Q1 2019.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.