Strategic Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Strategic Wealth Partners’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	$584K	Sell	11,087 -407	-4%	-$20.7K	0.04%	186
2025 Q4	$540K	Sell	11,494 -73	-0.6%	-$3.42K	0.04%	193
2025 Q3	$543K	Buy	11,567 +750	+7%	+$36.3K	0.04%	220
2025 Q2	$529K	Buy	+10,817	New	+$525K	0.04%	202
2024 Q4	$546K	Buy	+10,622	New	+$511K	0.05%	199
2019 Q4	–	Sell	-400	Closed	-$18	–	152
2019 Q3	$18	Sell	400 -100	-20%	-$4.73K	﹤0.01%	413
2019 Q2	$24K	Buy	500 +147	+42%	+$7.27K	0.01%	309
2019 Q1	$18K	Hold	353	–	–	0.01%	385
2018 Q4	$17K	Hold	353	–	–	0.01%	366
2018 Q3	$19K	Sell	353 -30	-8%	-$1.62K	0.01%	355
2018 Q2	$19K	Buy	383 +30	+8%	+$1.52K	0.01%	417
2018 Q1	$17K	Sell	353 -65	-16%	-$3.48K	0.01%	391
2017 Q4	$23K	Buy	+418	New	+$22.4K	0.01%	311

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Strategic Wealth Partners's AMLP Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Alerian MLP ETF (AMLP) stake by 3.5% in Q1 2026, selling an estimated $20.7K and leaving 11,087 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #186.

Strategic Wealth Partners first reported a position in AMLP in Q4 2017 and has held it in 13 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Strategic Wealth Partners held 11,087 shares of Alerian MLP ETF worth $584K as of Q1 2026.
Strategic Wealth Partners sold 407 Alerian MLP ETF shares in Q1 2026, an estimated $20.7K.
Alerian MLP ETF made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #186 holding.
Strategic Wealth Partners first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 13 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.