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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
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
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

SMART Wealth's AMLP Position: Q1 2026 in Review

SMART Wealth reduced its Alerian MLP ETF (AMLP) stake by 4.6% in Q1 2026, selling an estimated $202K and leaving 81,592 shares worth $4.3M. The position accounts for 1.26% of the portfolio, ranked #19.

SMART Wealth first reported a position in AMLP in Q1 2024 and has held it in 8 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • SMART Wealth held 81,592 shares of Alerian MLP ETF worth $4.3M as of Q1 2026.
  • SMART Wealth sold 3,973 Alerian MLP ETF shares in Q1 2026, an estimated $202K.
  • Alerian MLP ETF made up 1.26% of SMART Wealth's portfolio in Q1 2026, its #19 holding.
  • SMART Wealth first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 8 quarters since.
  • 811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.