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TRUE Private Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

TRUE Private Wealth Advisors’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 		$28.8M Buy
555,543
+172,533
+45% +$9.06M 2.49% 15
2026
Q1 		$20.2M Buy
383,010
+28,979
+8% +$1.48M 1.92% 17
2025
Q4 		$16.6M Buy
354,031
+5,702
+2% +$267K 1.67% 17
2025
Q3 		$16.3M Buy
348,329
+17,931
+5% +$867K 1.67% 18
2025
Q2 		$16.1M Buy
330,398
+320,547
+3,254% +$15.5M 1.81% 17
2025
Q1 		$512K Buy
9,851
+1,090
+12% +$56K 0.06% 132
2024
Q4 		$422K Buy
8,761
+111
+1% +$5.33K 0.05% 149
2024
Q3 		$408K Buy
8,650
+113
+1% +$5.34K 0.05% 137
2024
Q2 		$410K Buy
8,537
+124
+1% +$5.79K 0.05% 184
2024
Q1 		$399K Buy
8,413
+121
+1% +$5.43K 0.05% 197
2023
Q4 		$353K Buy
8,292
+283
+4% +$12K 0.04% 202
2023
Q3 		$338K Buy
8,009
+126
+2% +$5.17K 0.05% 179
2023
Q2 		$309K Buy
7,883
+132
+2% +$5.12K 0.05% 167
2023
Q1 		$300K Buy
7,751
+22
+0.3% +$862 0.04% 171
2022
Q4 		$294K Sell
7,729
-337
-4% -$13.2K 0.05% 167
2022
Q3 		$294K Buy
8,066
+112
+1% +$4.26K 0.04% 154
2022
Q2 		$274K Buy
7,954
+311
+4% +$11.9K 0.04% 177
2022
Q1 		$310K Buy
7,643
+460
+6% +$16.9K 0.04% 170
2021
Q4 		$235K Buy
7,183
+135
+2% +$4.57K 0.03% 235
2021
Q3 		$234K Buy
7,048
+127
+2% +$4.24K 0.03% 213
2021
Q2 		$252K Sell
6,921
-845
-11% -$29K 0.04% 198
2021
Q1 		$237K Sell
7,766
-186
-2% -$5.43K 0.04% 202
2020
Q4 		$204K Sell
7,952
-1,751
-18% -$42.1K 0.03% 195
2020
Q3 		$193K Sell
9,703
-5,826
-38% -$135K 0.03% 187
2020
Q2 		$383K Sell
15,529
-498
-3% -$12.2K 0.07% 131
2020
Q1 		$275K Sell
16,027
-1,423
-8% -$48.2K 0.06% 133
2019
Q4 		$741K Buy
17,450
+327
+2% +$13.7K 0.11% 103
2019
Q3 		$782K Buy
17,123
+704
+4% +$33.3K 0.14% 92
2019
Q2 		$808K Buy
16,419
+259
+2% +$12.8K 0.14% 90
2019
Q1 		$810K Buy
16,160
+207
+1% +$10.1K 0.15% 88
2018
Q4 		$696K Sell
15,953
-153,437
-91% -$7.53M 0.12% 113
2018
Q3 		$9.05M Buy
169,390
+154,155
+1,012% +$8.32M 1.27% 22
2018
Q2 		$769K Buy
15,235
+82
+0.5% +$4.16K 0.12% 109
2018
Q1 		$709K Sell
15,153
-538
-3% -$28.8K 0.12% 106
2017
Q4 		$846K Buy
15,691
+273
+2% +$14.6K 0.15% 91
2017
Q3 		$864K Buy
15,418
+255
+2% +$14.6K 0.19% 66
2017
Q2 		$906K Buy
15,163
+859
+6% +$52.4K 0.21% 65
2017
Q1 		$914K Buy
14,304
+947
+7% +$60.8K 0.21% 61
2016
Q4 		$880K Buy
13,357
+1,533
+13% +$94.7K 0.21% 63
2016
Q3 		$742K Buy
11,824
+550
+5% +$34.8K 0.24% 60
2016
Q2 		$717K Sell
11,274
-127
-1% -$7.65K 0.24% 59
2016
Q1 		$623K Sell
11,401
-149
-1% -$7.57K 0.24% 55
2015
Q4 		$696K Buy
+11,550
New +$723K 0.31% 48

Other funds holding AMLP

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

TRUE Private Wealth Advisors's AMLP Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 45% in Q2 2026, buying an estimated $9.06M and bringing the position to 555,543 shares worth $28.8M. The position accounts for 2.49% of the portfolio, ranked #15.

TRUE Private Wealth Advisors first reported a position in AMLP in Q4 2015 and has held it in 43 quarters since. 215 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • TRUE Private Wealth Advisors held 555,543 shares of Alerian MLP ETF worth $28.8M as of Q2 2026.
  • TRUE Private Wealth Advisors bought 172,533 Alerian MLP ETF shares in Q2 2026, an estimated $9.06M.
  • Alerian MLP ETF made up 2.49% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • TRUE Private Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2015 and has held it in 43 quarters since.
  • 215 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.