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

Ritholtz 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	$220K	Sell	4,235 -804	-16%	-$42.2K	﹤0.01%	1197
2026 Q1	$265K	Sell	5,039 -2,270	-31%	-$116K	﹤0.01%	1027
2025 Q4	$344K	Buy	7,309 +2,499	+52%	+$117K	0.01%	840
2025 Q3	$226K	Sell	4,810 -12	-0.2%	-$580	﹤0.01%	938
2025 Q2	$236K	Buy	+4,822	New	+$234K	0.01%	871
2024 Q1	–	Sell	-5,139	Closed	-$219K	–	790
2023 Q4	$219K	Buy	+5,139	New	+$218K	0.01%	680

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

Ritholtz Wealth Management's AMLP Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 16% in Q2 2026, selling an estimated $42.2K and leaving 4,235 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Ritholtz Wealth Management first reported a position in AMLP in Q4 2023 and has held it in 6 quarters since. The position peaked at $344K in Q4 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Ritholtz Wealth Management held 4,235 shares of Alerian MLP ETF worth $220K as of Q2 2026.
Ritholtz Wealth Management sold 804 Alerian MLP ETF shares in Q2 2026, an estimated $42.2K.
Alerian MLP ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1197 holding.
Ritholtz Wealth Management first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 6 quarters since.
Ritholtz Wealth Management's Alerian MLP ETF position peaked at $344K in Q4 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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