SMART Wealth’s Alerian MLP ETF AMLP Stock Holding History

SMART Wealth’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	$3.84M	Sell	74,141 -7,451	-9%	-$391K	0.83%	36
2026 Q1	$4.3M	Sell	81,592 -3,973	-5%	-$202K	1.26%	19
2025 Q4	$4.02M	Buy	+85,565	New	+$4.01M	1.23%	24
2025 Q3	–	Sell	-75,309	Closed	-$3.68M	–	145
2025 Q2	$3.68M	Sell	75,309 -5,957	-7%	-$289K	1.15%	28
2025 Q1	$4.22M	Buy	81,266 +2,863	+4%	+$147K	1.51%	20
2024 Q4	$3.78M	Buy	78,403 +8,399	+12%	+$404K	1.34%	20
2024 Q3	$3.3M	Buy	70,004 +7,643	+12%	+$361K	1.29%	21
2024 Q2	$2.99M	Buy	62,361 +14,887	+31%	+$696K	1.21%	24
2024 Q1	$2.25M	Buy	+47,474	New	+$2.13M	1.02%	26

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

SMART Wealth's AMLP Position: Q2 2026 in Review

SMART Wealth reduced its Alerian MLP ETF (AMLP) stake by 9.1% in Q2 2026, selling an estimated $391K and leaving 74,141 shares worth $3.84M. The position accounts for 0.83% of the portfolio, ranked #36.

SMART Wealth first reported a position in AMLP in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.3M in Q1 2026. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

SMART Wealth held 74,141 shares of Alerian MLP ETF worth $3.84M as of Q2 2026.
SMART Wealth sold 7,451 Alerian MLP ETF shares in Q2 2026, an estimated $391K.
Alerian MLP ETF made up 0.83% of SMART Wealth's portfolio in Q2 2026, its #36 holding.
SMART Wealth first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 9 quarters since.
SMART Wealth's Alerian MLP ETF position peaked at $4.3M in Q1 2026.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.