SteelPeak Wealth’s Alerian MLP ETF AMLP Stock Holding History

SteelPeak 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	$3.82M	Sell	73,619 -1,262	-2%	-$66.2K	0.1%	154
2026 Q1	$3.94M	Buy	74,881 +1,680	+2%	+$85.6K	0.12%	131
2025 Q4	$3.44M	Sell	73,201 -14,933	-17%	-$699K	0.11%	141
2025 Q3	$4.14M	Buy	88,134 +6,833	+8%	+$330K	0.14%	118
2025 Q2	$3.97M	Buy	81,301 +1,923	+2%	+$93.3K	0.15%	116
2025 Q1	$4.12M	Buy	79,378 +8,469	+12%	+$435K	0.17%	114
2024 Q4	$3.41M	Buy	70,909 +13,702	+24%	+$659K	0.14%	115
2024 Q3	$2.7M	Buy	57,207 +42,876	+299%	+$2.03M	0.12%	136
2024 Q2	$688K	Buy	14,331 +9,244	+182%	+$432K	0.03%	271
2024 Q1	$241K	Buy	+5,087	New	+$229K	0.01%	398

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

SteelPeak Wealth's AMLP Position: Q2 2026 in Review

SteelPeak Wealth reduced its Alerian MLP ETF (AMLP) stake by 1.7% in Q2 2026, selling an estimated $66.2K and leaving 73,619 shares worth $3.82M. The position accounts for 0.1% of the portfolio, ranked #154.

SteelPeak Wealth first reported a position in AMLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.14M in Q3 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

SteelPeak Wealth held 73,619 shares of Alerian MLP ETF worth $3.82M as of Q2 2026.
SteelPeak Wealth sold 1,262 Alerian MLP ETF shares in Q2 2026, an estimated $66.2K.
Alerian MLP ETF made up 0.1% of SteelPeak Wealth's portfolio in Q2 2026, its #154 holding.
SteelPeak Wealth first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 10 quarters since.
SteelPeak Wealth's Alerian MLP ETF position peaked at $4.14M in Q3 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.