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 Q2	$1.05M	Buy	20,171 +1,000	+5%	+$52.5K	0.01%	342
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 $1.89T 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

RWA Wealth Partners's AMLP Position: Q2 2026 in Review

RWA Wealth Partners increased its Alerian MLP ETF (AMLP) stake by 5.2% in Q2 2026, buying an estimated $52.5K and bringing the position to 20,171 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #342.

RWA Wealth Partners first reported a position in AMLP in Q1 2017 and has held it in 15 quarters since. The position peaked at $6.68M in Q1 2017. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

RWA Wealth Partners held 20,171 shares of Alerian MLP ETF worth $1.05M as of Q2 2026.
RWA Wealth Partners bought 1,000 Alerian MLP ETF shares in Q2 2026, an estimated $52.5K.
Alerian MLP ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #342 holding.
RWA Wealth Partners first reported a position in Alerian MLP ETF in Q1 2017 and has held it in 15 quarters since.
RWA Wealth Partners's Alerian MLP ETF position peaked at $6.68M in Q1 2017.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.