Total Wealth Planning & Management’s Alerian MLP ETF AMLP Stock Holding History

Total Wealth Planning & 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 Q2	$1.39M	Buy	26,783 +1,468	+6%	+$77.1K	0.94%	20
2026 Q1	$1.33M	Buy	25,315 +3,085	+14%	+$157K	0.98%	23
2025 Q4	$1.05M	Buy	+22,230	New	+$1.04M	0.78%	32
2025 Q2	$1.1M	Buy	22,588 +1,432	+7%	+$69.4K	0.89%	24
2025 Q1	$1.1M	Buy	21,156 +925	+5%	+$47.5K	1.04%	21
2024 Q4	$974K	Buy	+20,231	New	+$972K	0.88%	22

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

Total Wealth Planning & Management's AMLP Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Alerian MLP ETF (AMLP) stake by 5.8% in Q2 2026, buying an estimated $77.1K and bringing the position to 26,783 shares worth $1.39M. The position accounts for 0.94% of the portfolio, ranked #20.

Total Wealth Planning & Management first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Total Wealth Planning & Management held 26,783 shares of Alerian MLP ETF worth $1.39M as of Q2 2026.
Total Wealth Planning & Management bought 1,468 Alerian MLP ETF shares in Q2 2026, an estimated $77.1K.
Alerian MLP ETF made up 0.94% of Total Wealth Planning & Management's portfolio in Q2 2026, its #20 holding.
Total Wealth Planning & Management first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.