Wealth Effects’s Alerian MLP ETF AMLP Stock Holding History

Wealth Effects’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	$555K	Sell	10,694 -61	-0.6%	-$3.2K	0.15%	120
2026 Q1	$566K	Buy	10,755 +2,790	+35%	+$142K	0.2%	101
2025 Q4	$375K	Sell	7,965 -950	-11%	-$44.5K	0.12%	132
2025 Q3	$418K	Buy	8,915 +25	+0.3%	+$1.21K	0.13%	124
2025 Q2	$434K	Sell	8,890 -3,200	-26%	-$155K	0.16%	112
2025 Q1	$628K	Sell	12,090 -425	-3%	-$21.8K	0.26%	77
2024 Q4	$603K	Sell	12,515 -340	-3%	-$16.3K	0.21%	93
2024 Q3	$606K	Buy	12,855 +320	+3%	+$15.1K	0.21%	92
2024 Q2	$601K	Sell	12,535 -50	-0.4%	-$2.34K	0.22%	87
2024 Q1	$597K	Sell	12,585 -810	-6%	-$36.4K	0.22%	93
2023 Q4	$570K	Buy	13,395 +295	+2%	+$12.5K	0.21%	99
2023 Q3	$553K	Buy	13,100 +295	+2%	+$12.1K	0.27%	84
2023 Q2	$502K	Buy	12,805 +395	+3%	+$15.3K	0.22%	93
2023 Q1	$480K	Buy	12,410 +485	+4%	+$19K	0.25%	92
2022 Q4	$454K	Sell	11,925 -1,155	-9%	-$45.4K	0.26%	92
2022 Q3	$478K	Buy	+13,080	New	+$498K	0.29%	76

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 Effects's AMLP Position: Q2 2026 in Review

Wealth Effects reduced its Alerian MLP ETF (AMLP) stake by 0.57% in Q2 2026, selling an estimated $3.2K and leaving 10,694 shares worth $555K. The position accounts for 0.15% of the portfolio, ranked #120.

Wealth Effects first reported a position in AMLP in Q3 2022 and has held it in 16 quarters since. The position peaked at $628K in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Wealth Effects held 10,694 shares of Alerian MLP ETF worth $555K as of Q2 2026.
Wealth Effects sold 61 Alerian MLP ETF shares in Q2 2026, an estimated $3.2K.
Alerian MLP ETF made up 0.15% of Wealth Effects's portfolio in Q2 2026, its #120 holding.
Wealth Effects first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 16 quarters since.
Wealth Effects's Alerian MLP ETF position peaked at $628K in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.