Tradewinds LLC’s Alerian MLP ETF AMLP Stock Holding History

Tradewinds LLC’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	$2.75M	Buy	+238,571	New	+$12.5M	0.62%	43
2026 Q1	–	Sell	-35,031	Closed	-$1.65M	–	164
2025 Q4	$1.65M	Sell	35,031 -5,252	-13%	-$246K	0.39%	54
2025 Q3	$1.89M	Buy	+40,283	New	+$1.95M	0.46%	47
2025 Q2	–	Sell	-68,057	Closed	-$3.53M	–	91
2025 Q1	$3.53M	Buy	68,057 +5,391	+9%	+$277K	1%	28
2024 Q4	$3.26M	Buy	62,666 +9,385	+18%	+$451K	0.91%	30
2024 Q3	$2.51M	Buy	53,281 +8,815	+20%	+$417K	0.77%	35
2024 Q2	$2.13M	Buy	+44,466	New	+$2.08M	0.66%	38

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

Tradewinds LLC's AMLP Position: Q2 2026 in Review

Tradewinds LLC opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 238,571 shares worth $2.75M. The stake represents 0.62% of the portfolio and ranks #43 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in AMLP as recently as Q4 2025.

Tradewinds LLC first reported a position in AMLP in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.53M in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Tradewinds LLC held 238,571 shares of Alerian MLP ETF worth $2.75M as of Q2 2026.
Alerian MLP ETF was a new Tradewinds LLC position in Q2 2026.
Alerian MLP ETF made up 0.62% of Tradewinds LLC's portfolio in Q2 2026, its #43 holding.
Tradewinds LLC first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 7 quarters since.
Tradewinds LLC's Alerian MLP ETF position peaked at $3.53M in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.