Stillwater Wealth Management Group’s Alerian MLP ETF AMLP Stock Holding History

Stillwater Wealth Management Group’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	$1.48M	Buy	28,210 +13,975	+98%	+$712K	0.92%	39
2025 Q4	$669K	Buy	14,235 +65	+0.5%	+$3.04K	0.45%	45
2025 Q3	$665K	Buy	+14,170	New	+$685K	0.47%	43
2025 Q1	$383K	Buy	+7,365	New	+$378K	0.33%	53

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

Stillwater Wealth Management Group's AMLP Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Alerian MLP ETF (AMLP) stake by 98% in Q1 2026, buying an estimated $712K and bringing the position to 28,210 shares worth $1.48M. The position accounts for 0.92% of the portfolio, ranked #39.

Stillwater Wealth Management Group first reported a position in AMLP in Q1 2025 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Stillwater Wealth Management Group held 28,210 shares of Alerian MLP ETF worth $1.48M as of Q1 2026.
Stillwater Wealth Management Group bought 13,975 Alerian MLP ETF shares in Q1 2026, an estimated $712K.
Alerian MLP ETF made up 0.92% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #39 holding.
Stillwater Wealth Management Group first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 4 quarters since.
816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.