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 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 $1.66T 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

Total Wealth Planning & Management's AMLP Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Alerian MLP ETF (AMLP) stake by 14% in Q1 2026, buying an estimated $157K and bringing the position to 25,315 shares worth $1.33M. The position accounts for 0.98% of the portfolio, ranked #23.

Total Wealth Planning & Management first reported a position in AMLP in Q4 2024 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Total Wealth Planning & Management held 25,315 shares of Alerian MLP ETF worth $1.33M as of Q1 2026.
Total Wealth Planning & Management bought 3,085 Alerian MLP ETF shares in Q1 2026, an estimated $157K.
Alerian MLP ETF made up 0.98% of Total Wealth Planning & Management's portfolio in Q1 2026, its #23 holding.
Total Wealth Planning & Management first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 5 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.