WBI Investments’s Alerian MLP ETF AMLP Stock Holding History

WBI Investments’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	–	Sell	-9,328	Closed	-$439K	–	289
2025 Q4	$439K	Sell	9,328 -1,282	-12%	-$60K	0.11%	220
2025 Q3	$498K	Sell	10,610 -111	-1%	-$5.37K	0.13%	190
2025 Q2	$524K	Sell	10,721 -258	-2%	-$12.5K	0.14%	177
2025 Q1	$570K	Buy	10,979 +910	+9%	+$46.7K	0.15%	141
2024 Q4	$485K	Buy	10,069 +307	+3%	+$14.8K	0.12%	152
2024 Q3	$460K	Buy	9,762 +2,226	+30%	+$105K	0.11%	182
2024 Q2	$362K	Sell	7,536 -1,198	-14%	-$56K	0.09%	138
2024 Q1	$415K	Buy	+8,734	New	+$392K	0.09%	152
2021 Q2	–	Sell	-25,035	Closed	-$764K	–	182
2021 Q1	$764K	Buy	25,035 +8,767	+54%	+$256K	0.12%	116
2020 Q4	$417K	Buy	+16,268	New	+$391K	0.06%	128
2020 Q3	–	Sell	-37,207	Closed	-$918K	–	120
2020 Q2	$918K	Sell	37,207 -2,294	-6%	-$56.2K	0.15%	63
2020 Q1	$679K	Buy	39,501 +24,153	+157%	+$818K	0.13%	52
2019 Q4	$652K	Buy	+15,348	New	+$644K	0.07%	144
2018 Q4	–	Sell	-13,622	Closed	-$727K	–	95
2018 Q3	$727K	Buy	+13,622	New	+$735K	0.04%	211

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 $8.09B AUM 16.78% 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

WBI Investments's AMLP Position: Q1 2026 in Review

WBI Investments sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 9,328 shares — an estimated $439K sold.

WBI Investments first reported a position in AMLP in Q3 2018 and held it in 14 quarters. The position peaked at $918K in Q2 2020. 810 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

WBI Investments reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 9,328 Alerian MLP ETF shares in Q1 2026, an estimated $439K.
WBI Investments first reported a position in Alerian MLP ETF in Q3 2018 and held it in 14 quarters.
WBI Investments's Alerian MLP ETF position peaked at $918K in Q2 2020.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.