VWA
AMLP icon

Visionary Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Visionary 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 		$378K Sell
7,180
-657
-8% -$33.5K 0.02% 466
2025
Q4 		$369K Sell
7,837
-239
-3% -$11.2K 0.02% 454
2025
Q3 		$379K Sell
8,076
-814
-9% -$39.4K 0.02% 443
2025
Q2 		$434K Buy
8,890
+351
+4% +$17K 0.02% 385
2025
Q1 		$444K Sell
8,539
-487
-5% -$25K 0.03% 364
2024
Q4 		$435K Sell
9,026
-197
-2% -$9.47K 0.03% 371
2024
Q3 		$435K Buy
9,223
+136
+1% +$6.43K 0.03% 366
2024
Q2 		$436K Buy
9,087
+2,050
+29% +$95.8K 0.03% 351
2024
Q1 		$334K Hold
7,037
– – 0.02% 392
2023
Q4 		$299K Sell
7,037
-379
-5% -$16.1K 0.02% 389
2023
Q3 		$313K Hold
7,416
– – 0.03% 359
2023
Q2 		$291K Sell
7,416
-150
-2% -$5.82K 0.02% 369
2023
Q1 		$292K Buy
7,566
+407
+6% +$16K 0.02% 357
2022
Q4 		$273K Buy
7,159
+50
+0.7% +$1.97K 0.03% 341
2022
Q3 		$260K Sell
7,109
-60
-0.8% -$2.28K 0.03% 324
2022
Q2 		$247K Sell
7,169
-400
-5% -$15.4K 0.02% 356
2022
Q1 		$290K Buy
7,569
+810
+12% +$29.8K 0.02% 329
2021
Q4 		$221K Buy
6,759
+718
+12% +$24.3K 0.02% 349
2021
Q3 		$201K Buy
6,041
+100
+2% +$3.34K 0.02% 293
2021
Q2 		$216K Buy
+5,941
New +$204K 0.02% 313
2020
Q4 		– Sell
-10,870
Closed -$217K – 291
2020
Q3 		$217K Sell
10,870
-170
-2% -$3.93K 0.03% 235
2020
Q2 		$273K Sell
11,040
-417
-4% -$10.2K 0.04% 182
2020
Q1 		$197K Sell
11,457
-309
-3% -$10.5K 0.04% 189
2019
Q4 		$500K Buy
+11,766
New +$494K 0.09% 130

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visionary Wealth Advisors's AMLP Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 8.4% in Q1 2026, selling an estimated $33.5K and leaving 7,180 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #466.

Visionary Wealth Advisors first reported a position in AMLP in Q4 2019 and has held it in 24 quarters since. The position peaked at $500K in Q4 2019. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Visionary Wealth Advisors held 7,180 shares of Alerian MLP ETF worth $378K as of Q1 2026.
  • Visionary Wealth Advisors sold 657 Alerian MLP ETF shares in Q1 2026, an estimated $33.5K.
  • Alerian MLP ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #466 holding.
  • Visionary Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 24 quarters since.
  • Visionary Wealth Advisors's Alerian MLP ETF position peaked at $500K in Q4 2019.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.