TCFG Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

TCFG Wealth Management’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	$1.8M	Buy	34,238 +1,385	+4%	+$70.5K	0.67%	33
2025 Q4	$1.54M	Buy	32,853 +13,515	+70%	+$633K	0.6%	38
2025 Q3	$908K	Sell	19,338 -4,925	-20%	-$238K	0.36%	75
2025 Q2	$1.19M	Sell	24,263 -6,565	-21%	-$318K	0.54%	41
2025 Q1	$1.6M	Buy	30,828 +4,500	+17%	+$231K	0.8%	27
2024 Q4	$1.27M	Sell	26,328 -1,525	-5%	-$73.3K	0.64%	32
2024 Q3	$1.31M	Buy	+27,853	New	+$1.32M	0.66%	37

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

TCFG Wealth Management's AMLP Position: Q1 2026 in Review

TCFG Wealth Management increased its Alerian MLP ETF (AMLP) stake by 4.2% in Q1 2026, buying an estimated $70.5K and bringing the position to 34,238 shares worth $1.8M. The position accounts for 0.67% of the portfolio, ranked #33.

TCFG Wealth Management first reported a position in AMLP in Q3 2024 and has held it in 7 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

TCFG Wealth Management held 34,238 shares of Alerian MLP ETF worth $1.8M as of Q1 2026.
TCFG Wealth Management bought 1,385 Alerian MLP ETF shares in Q1 2026, an estimated $70.5K.
Alerian MLP ETF made up 0.67% of TCFG Wealth Management's portfolio in Q1 2026, its #33 holding.
TCFG Wealth Management first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 7 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.