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 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 $1.66T 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

Wealth Effects's AMLP Position: Q1 2026 in Review

Wealth Effects increased its Alerian MLP ETF (AMLP) stake by 35% in Q1 2026, buying an estimated $142K and bringing the position to 10,755 shares worth $566K. The position accounts for 0.2% of the portfolio, ranked #101.

Wealth Effects first reported a position in AMLP in Q3 2022 and has held it in 15 quarters since. The position peaked at $628K in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Wealth Effects held 10,755 shares of Alerian MLP ETF worth $566K as of Q1 2026.
Wealth Effects bought 2,790 Alerian MLP ETF shares in Q1 2026, an estimated $142K.
Alerian MLP ETF made up 0.2% of Wealth Effects's portfolio in Q1 2026, its #101 holding.
Wealth Effects first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 15 quarters since.
Wealth Effects's Alerian MLP ETF position peaked at $628K in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.