U.S. Capital Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

U.S. Capital 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 Q1	$7.87M	Buy	149,445 +32,946	+28%	+$1.68M	0.2%	122
2025 Q4	$5.48M	Buy	116,499 +8,691	+8%	+$407K	0.14%	181
2025 Q3	$5.06M	Buy	107,808 +8,832	+9%	+$427K	0.14%	176
2025 Q2	$4.84M	Buy	98,976 +5,893	+6%	+$286K	0.14%	168
2025 Q1	$4.83M	Buy	93,083 +4,273	+5%	+$219K	0.15%	160
2024 Q4	$4.28M	Buy	88,810 +11,665	+15%	+$561K	0.13%	169
2024 Q3	$3.64M	Buy	77,145 +4,087	+6%	+$193K	0.13%	161
2024 Q2	$3.51M	Buy	73,058 +5,576	+8%	+$261K	0.13%	153
2024 Q1	$3.2M	Buy	67,482 +7,156	+12%	+$321K	0.12%	170
2023 Q4	$2.57M	Buy	60,326 +12,713	+27%	+$539K	0.1%	189
2023 Q3	$2.01M	Buy	47,613 +15,419	+48%	+$633K	0.09%	195
2023 Q2	$1.26M	Buy	32,194 +13,018	+68%	+$505K	0.06%	284
2023 Q1	$741K	Sell	19,176 -11,609	-38%	-$455K	0.03%	360
2022 Q4	$1.17M	Sell	30,785 -8,528	-22%	-$335K	0.05%	304
2022 Q3	$1.44M	Sell	39,313 -2,759	-7%	-$105K	0.07%	259
2022 Q2	$1.45M	Buy	42,072 +15,395	+58%	+$591K	0.06%	283
2022 Q1	$1.02M	Buy	26,677 +7,816	+41%	+$288K	0.04%	390
2021 Q4	$618K	Sell	18,861 -641	-3%	-$21.7K	0.02%	478
2021 Q3	$650K	Buy	+19,502	New	+$651K	0.03%	463

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 $8.43B AUM 20.31% 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

U.S. Capital Wealth Advisors's AMLP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 28% in Q1 2026, buying an estimated $1.68M and bringing the position to 149,445 shares worth $7.87M. The position accounts for 0.2% of the portfolio, ranked #122.

U.S. Capital Wealth Advisors first reported a position in AMLP in Q3 2021 and has held it in 19 quarters since. 813 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

U.S. Capital Wealth Advisors held 149,445 shares of Alerian MLP ETF worth $7.87M as of Q1 2026.
U.S. Capital Wealth Advisors bought 32,946 Alerian MLP ETF shares in Q1 2026, an estimated $1.68M.
Alerian MLP ETF made up 0.2% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #122 holding.
U.S. Capital Wealth Advisors first reported a position in Alerian MLP ETF in Q3 2021 and has held it in 19 quarters since.
813 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.