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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Sell
4,315
-75,494
-95% -$3.96M 0.2% 42
2026
Q1
$4.2M Buy
+79,809
New +$4.06M 4.51% 7

Other funds holding AMLP

Surience Private Wealth's AMLP Position: Q2 2026 in Review

Surience Private Wealth reduced its Alerian MLP ETF (AMLP) stake by 95% in Q2 2026, selling an estimated $3.96M and leaving 4,315 shares worth $224K. The position accounts for 0.2% of the portfolio, ranked #42.

Surience Private Wealth first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.2M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Surience Private Wealth held 4,315 shares of Alerian MLP ETF worth $224K as of Q2 2026.
  • Surience Private Wealth sold 75,494 Alerian MLP ETF shares in Q2 2026, an estimated $3.96M.
  • Alerian MLP ETF made up 0.2% of Surience Private Wealth's portfolio in Q2 2026, its #42 holding.
  • Surience Private Wealth first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • Surience Private Wealth's Alerian MLP ETF position peaked at $4.2M in Q1 2026.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.