Waverly Advisors’s Alerian MLP ETF AMLP Stock Holding History

Waverly 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	$1.25M	Buy	24,046 +759	+3%	+$39.8K	0.01%	817
2026 Q1	$1.23M	Buy	23,287 +8,410	+57%	+$428K	0.01%	775
2025 Q4	$700K	Sell	14,877 -681	-4%	-$31.9K	0.01%	878
2025 Q3	$730K	Sell	15,558 -520	-3%	-$25.1K	0.01%	727
2025 Q2	$786K	Buy	16,078 +6,883	+75%	+$334K	0.01%	678
2025 Q1	$478K	Sell	9,195 -183	-2%	-$9.39K	0.01%	788
2024 Q4	$452K	Buy	+9,378	New	+$451K	0.01%	707
2017 Q4	–	Sell	-3,076	Closed	-$173K	–	401
2017 Q3	$173K	Hold	3,076	–	–	0.04%	227
2017 Q2	$184K	Buy	3,076 +1,000	+48%	+$60.9K	0.05%	212
2017 Q1	$132K	Buy	+2,076	New	+$133K	0.03%	206

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

Waverly Advisors's AMLP Position: Q2 2026 in Review

Waverly Advisors increased its Alerian MLP ETF (AMLP) stake by 3.3% in Q2 2026, buying an estimated $39.8K and bringing the position to 24,046 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #817.

Waverly Advisors first reported a position in AMLP in Q1 2017 and has held it in 10 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Waverly Advisors held 24,046 shares of Alerian MLP ETF worth $1.25M as of Q2 2026.
Waverly Advisors bought 759 Alerian MLP ETF shares in Q2 2026, an estimated $39.8K.
Alerian MLP ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #817 holding.
Waverly Advisors first reported a position in Alerian MLP ETF in Q1 2017 and has held it in 10 quarters since.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.