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

Sculati 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 		$2.84M Sell
53,885
-721
-1% -$36.7K 1.05% 29
2025
Q4 		$2.57M Sell
54,606
-4
-0% -$187 0.91% 35
2025
Q3 		$2.56M Sell
54,610
-1,336
-2% -$64.6K 0.9% 36
2025
Q2 		$2.73M Sell
55,946
-2,010
-3% -$97.5K 1.03% 32
2025
Q1 		$3.01M Buy
57,956
+351
+0.6% +$18K 1.22% 24
2024
Q4 		$2.77M Sell
57,605
-1,838
-3% -$88.3K 1.1% 26
2024
Q3 		$2.8M Buy
59,443
+8
+0% +$378 1.12% 24
2024
Q2 		$2.85M Sell
59,435
-12
-0% -$561 1.22% 24
2024
Q1 		$2.82M Buy
59,447
+960
+2% +$43.1K 1.22% 27
2023
Q4 		$2.49M Buy
58,487
+45
+0.1% +$1.91K 1.16% 30
2023
Q3 		$2.47M Buy
58,442
+2,453
+4% +$101K 1.26% 26
2023
Q2 		$2.2M Buy
55,989
+249
+0.4% +$9.66K 1.1% 28
2023
Q1 		$2.15M Buy
55,740
+2,523
+5% +$98.9K 1.14% 28
2022
Q4 		$2.03M Buy
53,217
+3,109
+6% +$122K 1.14% 29
2022
Q3 		$1.83M Buy
50,108
+990
+2% +$37.7K 1.08% 29
2022
Q2 		$1.69M Buy
49,118
+975
+2% +$37.4K 0.97% 35
2022
Q1 		$1.84M Buy
48,143
+4,970
+12% +$183K 0.9% 35
2021
Q4 		$1.41M Buy
43,173
+2,658
+7% +$90K 0.68% 44
2021
Q3 		$1.35M Buy
40,515
+1,555
+4% +$51.9K 0.72% 44
2021
Q2 		$1.42M Buy
38,960
+2,082
+6% +$71.4K 0.75% 43
2021
Q1 		$1.13M Buy
36,878
+6,794
+23% +$198K 0.65% 49
2020
Q4 		$772K Buy
30,084
+7,517
+33% +$181K 0.51% 52
2020
Q3 		$451K Buy
22,567
+8,659
+62% +$200K 0.34% 68
2020
Q2 		$343K Buy
13,908
+17
+0.1% +$417 0.29% 72
2020
Q1 		$239K Buy
13,891
+2,407
+21% +$81.5K 0.26% 77
2019
Q4 		$488K Buy
+11,484
New +$482K 0.44% 62

Other funds holding AMLP

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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

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

Sculati Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 1.3% in Q1 2026, selling an estimated $36.7K and leaving 53,885 shares worth $2.84M. The position accounts for 1.05% of the portfolio, ranked #29.

Sculati Wealth Management first reported a position in AMLP in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.01M in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Sculati Wealth Management held 53,885 shares of Alerian MLP ETF worth $2.84M as of Q1 2026.
  • Sculati Wealth Management sold 721 Alerian MLP ETF shares in Q1 2026, an estimated $36.7K.
  • Alerian MLP ETF made up 1.05% of Sculati Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Sculati Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Alerian MLP ETF position peaked at $3.01M in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.