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 Q2	$550K	Sell	10,608 -479	-4%	-$25.1K	0.03%	189
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 $1.89T 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

Strategic Wealth Partners's AMLP Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Alerian MLP ETF (AMLP) stake by 4.3% in Q2 2026, selling an estimated $25.1K and leaving 10,608 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #189.

Strategic Wealth Partners first reported a position in AMLP in Q4 2017 and has held it in 14 quarters since. The position peaked at $584K in Q1 2026. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Strategic Wealth Partners held 10,608 shares of Alerian MLP ETF worth $550K as of Q2 2026.
Strategic Wealth Partners sold 479 Alerian MLP ETF shares in Q2 2026, an estimated $25.1K.
Alerian MLP ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #189 holding.
Strategic Wealth Partners first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's Alerian MLP ETF position peaked at $584K in Q1 2026.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.