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 Q2	$14.6M	Sell	282,387 -9,780	-3%	-$513K	1.23%	11
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 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

Wealth Alliance's AMLP Position: Q2 2026 in Review

Wealth Alliance reduced its Alerian MLP ETF (AMLP) stake by 3.3% in Q2 2026, selling an estimated $513K and leaving 282,387 shares worth $14.6M. The position accounts for 1.23% of the portfolio, ranked #11.

Wealth Alliance first reported a position in AMLP in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.4M in Q1 2026. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Wealth Alliance held 282,387 shares of Alerian MLP ETF worth $14.6M as of Q2 2026.
Wealth Alliance sold 9,780 Alerian MLP ETF shares in Q2 2026, an estimated $513K.
Alerian MLP ETF made up 1.23% of Wealth Alliance's portfolio in Q2 2026, its #11 holding.
Wealth Alliance first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 27 quarters since.
Wealth Alliance's Alerian MLP ETF position peaked at $15.4M in Q1 2026.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.