RWA Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

RWA Wealth Partners’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	$1.01M	Buy	19,171 +2,600	+16%	+$132K	0.01%	345
2025 Q4	$779K	Hold	16,571	–	–	0.01%	375
2025 Q3	$778K	Sell	16,571 -800	-5%	-$38.7K	0.01%	375
2025 Q2	$849K	Sell	17,371 -940	-5%	-$45.6K	0.01%	353
2025 Q1	$951K	Sell	18,311 -4,679	-20%	-$240K	0.01%	329
2024 Q4	$1.11M	Hold	22,990	–	–	0.01%	307
2024 Q3	$1.08M	Sell	22,990 -220	-0.9%	-$10.4K	0.01%	315
2024 Q2	$1.11M	Sell	23,210 -670	-3%	-$31.3K	0.01%	286
2024 Q1	$1.13M	Hold	23,880	–	–	0.02%	290
2023 Q4	$1.02M	Hold	23,880	–	–	0.01%	288
2023 Q3	$1.01M	Sell	23,880 -3,250	-12%	-$133K	0.02%	192
2023 Q2	$1.06M	Buy	+27,130	New	+$1.05M	0.02%	166
2017 Q3	–	Sell	-2,275	Closed	-$136K	–	238
2017 Q2	$136K	Sell	2,275 -102,796	-98%	-$6.26M	0.02%	182
2017 Q1	$6.68M	Buy	+105,071	New	+$6.75M	0.88%	25

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return