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

Steinberganna 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	$308K	Buy	5,941 +1,534	+35%	+$80.5K	0.13%	100
2026 Q1	$232K	Buy	4,407 +28	+0.6%	+$1.43K	0.11%	111
2025 Q4	$206K	Buy	4,379 +78	+2%	+$3.65K	0.1%	118
2025 Q3	$202K	Buy	+4,301	New	+$208K	0.09%	124

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

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

Steinberganna Wealth Management increased its Alerian MLP ETF (AMLP) stake by 35% in Q2 2026, buying an estimated $80.5K and bringing the position to 5,941 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #100.

Steinberganna Wealth Management first reported a position in AMLP in Q3 2025 and has held it in 4 quarters since. 806 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Steinberganna Wealth Management held 5,941 shares of Alerian MLP ETF worth $308K as of Q2 2026.
Steinberganna Wealth Management bought 1,534 Alerian MLP ETF shares in Q2 2026, an estimated $80.5K.
Alerian MLP ETF made up 0.13% of Steinberganna Wealth Management's portfolio in Q2 2026, its #100 holding.
Steinberganna Wealth Management first reported a position in Alerian MLP ETF in Q3 2025 and has held it in 4 quarters since.
806 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.