Surience Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

Surience Private 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 Q1	$4.2M	Buy	+79,809	New	+$4.06M	4.51%	7

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

Surience Private Wealth's AMLP Position: Q1 2026 in Review

Surience Private Wealth opened a new position in Alerian MLP ETF (AMLP) in Q1 2026: 79,809 shares worth $4.2M. The stake represents 4.51% of the portfolio and ranks #7 among its holdings.

809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Surience Private Wealth held 79,809 shares of Alerian MLP ETF worth $4.2M as of Q1 2026.
Alerian MLP ETF was a new Surience Private Wealth position in Q1 2026.
Alerian MLP ETF made up 4.51% of Surience Private Wealth's portfolio in Q1 2026, its #7 holding.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.