Wealth Management Associates’s Alerian MLP ETF AMLP Stock Holding History

Wealth Management Associates’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	$224K	Buy	+4,320	New	+$227K	0.06%	230
2020 Q1	–	Sell	-4,018	Closed	-$171K	–	125
2019 Q4	$171K	Sell	4,018 -1,352	-25%	-$56.8K	0.12%	146
2019 Q3	$245K	Sell	5,370 -173	-3%	-$8.18K	0.2%	122
2019 Q2	$273K	Buy	5,543 +270	+5%	+$13.4K	0.27%	76
2019 Q1	$264K	Buy	5,273 +33	+0.6%	+$1.62K	0.29%	78
2018 Q4	$229K	Buy	+5,240	New	+$257K	0.31%	75

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 Management Associates's AMLP Position: Q2 2026 in Review

Wealth Management Associates opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 4,320 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #230 among its holdings. This is a return to the name: Wealth Management Associates previously reported a position in AMLP as recently as Q4 2019.

Wealth Management Associates first reported a position in AMLP in Q4 2018 and has held it in 6 quarters since. The position peaked at $273K in Q2 2019. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Wealth Management Associates held 4,320 shares of Alerian MLP ETF worth $224K as of Q2 2026.
Alerian MLP ETF was a new Wealth Management Associates position in Q2 2026.
Alerian MLP ETF made up 0.06% of Wealth Management Associates's portfolio in Q2 2026, its #230 holding.
Wealth Management Associates first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 6 quarters since.
Wealth Management Associates's Alerian MLP ETF position peaked at $273K in Q2 2019.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.