Vigilare Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Vigilare Wealth 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	$680K	Hold	13,121	–	–	0.21%	59
2026 Q1	$691K	Hold	13,121	–	–	0.23%	52
2025 Q4	$617K	Sell	13,121 -1,468	-10%	-$68.7K	0.21%	62
2025 Q3	$685K	Sell	14,589 -5,636	-28%	-$273K	0.24%	56
2025 Q2	$988K	Sell	20,225 -400	-2%	-$19.4K	0.37%	45
2025 Q1	$1.07M	Buy	20,625 +6,327	+44%	+$325K	0.43%	32
2024 Q4	$689K	Sell	14,298 -1,573	-10%	-$75.6K	0.28%	36
2024 Q3	$748K	Sell	15,871 -1,933	-11%	-$91.4K	0.3%	41
2024 Q2	$854K	Buy	17,804 +704	+4%	+$32.9K	0.38%	35
2024 Q1	$812K	Sell	17,100 -11,444	-40%	-$514K	0.4%	36
2023 Q4	$1.21M	Buy	28,544 +10,590	+59%	+$449K	0.62%	28
2023 Q3	$758K	Sell	17,954 -1,462	-8%	-$60K	0.48%	30
2023 Q2	$761K	Sell	19,416 -670	-3%	-$26K	0.44%	32
2023 Q1	$776K	Sell	20,086 -412	-2%	-$16.2K	0.44%	30
2022 Q4	$780K	Sell	20,498 -3,230	-14%	-$127K	0.46%	33
2022 Q3	$867K	Buy	23,728 +1,605	+7%	+$61.1K	1.12%	25
2022 Q2	$762K	Sell	22,123 -6,908	-24%	-$265K	0.83%	31
2022 Q1	$1.11M	Sell	29,031 -65,788	-69%	-$2.42M	0.91%	27
2021 Q4	$3.1M	Sell	94,819 -4,357	-4%	-$148K	1.83%	11
2021 Q3	$3.31M	Sell	99,176 -8,967	-8%	-$299K	2.04%	9
2021 Q2	$3.94M	Buy	108,143 +11,658	+12%	+$400K	2.39%	6
2021 Q1	$2.94M	Buy	+96,485	New	+$2.82M	2.09%	7

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

Vigilare Wealth Management's AMLP Position: Q2 2026 in Review

Vigilare Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 13,121 shares worth $680K. The position accounts for 0.21% of the portfolio, ranked #59.

Vigilare Wealth Management first reported a position in AMLP in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.94M in Q2 2021. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Vigilare Wealth Management held 13,121 shares of Alerian MLP ETF worth $680K as of Q2 2026.
Vigilare Wealth Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.21% of Vigilare Wealth Management's portfolio in Q2 2026, its #59 holding.
Vigilare Wealth Management first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 22 quarters since.
Vigilare Wealth Management's Alerian MLP ETF position peaked at $3.94M in Q2 2021.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.