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Wealth Alliance’s Alerian MLP ETF AMLP Stock Holding History

Wealth Alliance’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 		$15.4M Buy
292,167
+17,202
+6% +$876K 1.52% 9
2025
Q4 		$12.9M Sell
274,965
-18,498
-6% -$866K 1.27% 14
2025
Q3 		$13.8M Buy
293,463
+20,137
+7% +$974K 1.42% 13
2025
Q2 		$13.4M Buy
273,326
+2,627
+1% +$127K 1.49% 12
2025
Q1 		$14.1M Sell
270,699
-18,994
-7% -$975K 1.7% 10
2024
Q4 		$14M Buy
289,693
+47,781
+20% +$2.3M 1.67% 10
2024
Q3 		$11.4M Buy
241,912
+12,671
+6% +$599K 1.36% 12
2024
Q2 		$11M Buy
229,241
+16,579
+8% +$775K 1.42% 11
2024
Q1 		$10.1M Buy
212,662
+25,219
+13% +$1.13M 1.32% 12
2023
Q4 		$7.97M Buy
187,443
+11,972
+7% +$508K 1.12% 10
2023
Q3 		$7.4M Sell
175,471
-2,492
-1% -$102K 1.17% 11
2023
Q2 		$6.98M Buy
177,963
+3,269
+2% +$127K 1.04% 14
2023
Q1 		$6.75M Buy
174,694
+3,903
+2% +$153K 1.09% 11
2022
Q4 		$6.5M Buy
170,791
+1,697
+1% +$66.7K 1.15% 10
2022
Q3 		$6.18M Buy
169,094
+8,945
+6% +$340K 1.22% 11
2022
Q2 		$5.52M Sell
160,149
-6,288
-4% -$241K 1.06% 11
2022
Q1 		$6.38M Sell
166,437
-17,166
-9% -$632K 1.3% 10
2021
Q4 		$6.01M Buy
183,603
+6,627
+4% +$224K 1.21% 13
2021
Q3 		$5.9M Buy
176,976
+5,652
+3% +$189K 1.32% 11
2021
Q2 		$6.24M Sell
171,324
-2,152
-1% -$73.8K 1.47% 9
2021
Q1 		$5.29M Sell
173,476
-35,306
-17% -$1.03M 1.48% 8
2020
Q4 		$5.36M Buy
208,782
+38,809
+23% +$933K 1.58% 6
2020
Q3 		$3.4M Buy
169,973
+12,584
+8% +$291K 1.22% 15
2020
Q2 		$3.88M Sell
157,389
-21,940
-12% -$538K 1.53% 9
2020
Q1 		$3.08M Buy
179,329
+111,508
+164% +$3.78M 1.66% 8
2019
Q4 		$2.88M Buy
+67,821
New +$2.85M 2.05% 12

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

Wealth Alliance's AMLP Position: Q1 2026 in Review

Wealth Alliance increased its Alerian MLP ETF (AMLP) stake by 6.3% in Q1 2026, buying an estimated $876K and bringing the position to 292,167 shares worth $15.4M. The position accounts for 1.52% of the portfolio, ranked #9.

Wealth Alliance first reported a position in AMLP in Q4 2019 and has held it in 26 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Wealth Alliance held 292,167 shares of Alerian MLP ETF worth $15.4M as of Q1 2026.
  • Wealth Alliance bought 17,202 Alerian MLP ETF shares in Q1 2026, an estimated $876K.
  • Alerian MLP ETF made up 1.52% of Wealth Alliance's portfolio in Q1 2026, its #9 holding.
  • Wealth Alliance first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 26 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.