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 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 $1.66T 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

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

Ritholtz Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 31% in Q1 2026, selling an estimated $116K and leaving 5,039 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Ritholtz Wealth Management first reported a position in AMLP in Q4 2023 and has held it in 5 quarters since. The position peaked at $344K in Q4 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Ritholtz Wealth Management held 5,039 shares of Alerian MLP ETF worth $265K as of Q1 2026.
Ritholtz Wealth Management sold 2,270 Alerian MLP ETF shares in Q1 2026, an estimated $116K.
Alerian MLP ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1027 holding.
Ritholtz Wealth Management first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 5 quarters since.
Ritholtz Wealth Management's Alerian MLP ETF position peaked at $344K in Q4 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.