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

SIMA 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	$3.11K	Hold	60	–	–	﹤0.01%	124
2026 Q1	$3.16K	Hold	60	–	–	﹤0.01%	124
2025 Q4	$2.82K	Sell	60 -48	-44%	-$2.25K	﹤0.01%	125
2025 Q3	$5.07K	Buy	108 +48	+80%	+$2.32K	﹤0.01%	140
2025 Q2	$2.93K	Hold	60	–	–	﹤0.01%	143
2025 Q1	$3.12K	Buy	+60	New	+$3.08K	﹤0.01%	168

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

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

SIMA Wealth Partners held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 60 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

SIMA Wealth Partners first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.07K in Q3 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

SIMA Wealth Partners held 60 shares of Alerian MLP ETF worth $3.11K as of Q2 2026.
SIMA Wealth Partners left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #124 holding.
SIMA Wealth Partners first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
SIMA Wealth Partners's Alerian MLP ETF position peaked at $5.07K in Q3 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.