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

Spire 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 Q2	$50.4K	Buy	972 +1	+0.1%	+$52	﹤0.01%	1181
2026 Q1	$51.1K	Hold	971	–	–	﹤0.01%	1167
2025 Q4	$45.6K	Buy	971 +1	+0.1%	+$47	﹤0.01%	1212
2025 Q3	$45.5K	Sell	970 -3,762	-80%	-$182K	﹤0.01%	1273
2025 Q2	$231K	Sell	4,732 -383	-7%	-$18.6K	0.01%	725
2025 Q1	$266K	Buy	5,115 +67	+1%	+$3.44K	0.01%	753
2024 Q4	$243K	Sell	5,048 -534	-10%	-$25.7K	0.01%	767
2024 Q3	$263K	Buy	5,582 +706	+14%	+$33.4K	0.01%	666
2024 Q2	$234K	Sell	4,876 -2,560	-34%	-$120K	0.01%	683
2024 Q1	$353K	Buy	7,436 +65	+0.9%	+$2.92K	0.01%	612
2023 Q4	$313K	Sell	7,371 -893	-11%	-$37.9K	0.01%	638
2023 Q3	$349K	Buy	8,264 +2,246	+37%	+$92.2K	0.01%	561
2023 Q2	$236K	Sell	6,018 -80	-1%	-$3.1K	0.01%	678
2023 Q1	$236K	Buy	6,098 +1,877	+44%	+$73.6K	0.01%	679
2022 Q4	$161K	Buy	4,221 +1,385	+49%	+$54.5K	0.01%	605
2022 Q3	$104K	Sell	2,836 -2,775	-49%	-$106K	0.01%	700
2022 Q2	$193K	Sell	5,611 -3,210	-36%	-$123K	0.01%	781
2022 Q1	$338K	Buy	8,821 +858	+11%	+$31.6K	0.01%	685
2021 Q4	$261K	Sell	7,963 -3,340	-30%	-$113K	0.01%	971
2021 Q3	$377K	Buy	11,303 +7,653	+210%	+$255K	0.01%	682
2021 Q2	$133K	Buy	3,650 +1,540	+73%	+$52.8K	﹤0.01%	1085
2021 Q1	$64K	Buy	+2,110	New	+$61.6K	﹤0.01%	1595

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

Spire Wealth Management's AMLP Position: Q2 2026 in Review

Spire Wealth Management increased its Alerian MLP ETF (AMLP) stake by 0.1% in Q2 2026, buying an estimated $52 and bringing the position to 972 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Spire Wealth Management first reported a position in AMLP in Q1 2021 and has held it in 22 quarters since. The position peaked at $377K in Q3 2021. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Spire Wealth Management held 972 shares of Alerian MLP ETF worth $50.4K as of Q2 2026.
Spire Wealth Management bought 1 Alerian MLP ETF share in Q2 2026, an estimated $52.
Alerian MLP ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1181 holding.
Spire Wealth Management first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Alerian MLP ETF position peaked at $377K in Q3 2021.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.