WealthBridge Capital Management’s Alerian MLP ETF AMLP Stock Holding History

WealthBridge Capital Management’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	$2.97M	Buy	56,372 +2,162	+4%	+$110K	0.68%	31
2025 Q4	$2.55M	Buy	54,210 +1,732	+3%	+$81.1K	0.58%	38
2025 Q3	$2.46M	Buy	52,478 +773	+1%	+$37.4K	0.58%	37
2025 Q2	$2.53M	Buy	51,705 +1,805	+4%	+$87.5K	0.64%	36
2025 Q1	$2.59M	Buy	49,900 +1,143	+2%	+$58.7K	0.73%	30
2024 Q4	$2.35M	Buy	48,757 +4,583	+10%	+$220K	0.65%	36
2024 Q3	$2.08M	Buy	44,174 +3,370	+8%	+$159K	0.59%	40
2024 Q2	$1.96M	Buy	40,804 +2,657	+7%	+$124K	0.64%	36
2024 Q1	$1.81M	Buy	38,147 +2,252	+6%	+$101K	0.61%	37
2023 Q4	$1.53M	Buy	35,895 +1,153	+3%	+$48.9K	0.57%	40
2023 Q3	$1.47M	Buy	34,742 +1,874	+6%	+$76.9K	0.61%	38
2023 Q2	$1.29M	Buy	32,868 +939	+3%	+$36.4K	0.52%	41
2023 Q1	$1.23M	Buy	31,929 +491	+2%	+$19.2K	0.49%	45
2022 Q4	$1.2M	Buy	31,438 +7,233	+30%	+$284K	0.5%	47
2022 Q3	$834K	Hold	24,205	–	–	0.36%	60
2022 Q2	$834K	Buy	24,205 +8,366	+53%	+$321K	0.36%	60
2022 Q1	$607K	Buy	15,839 +6,813	+75%	+$251K	0.23%	94
2021 Q4	$296K	Buy	9,026 +836	+10%	+$28.3K	0.11%	129
2021 Q3	$273K	Buy	8,190 +321	+4%	+$10.7K	0.1%	135
2021 Q2	$287K	Buy	7,869 +156	+2%	+$5.35K	0.1%	130
2021 Q1	$235K	Buy	+7,713	New	+$225K	0.1%	134
2020 Q2	–	Sell	-4,400	Closed	-$76K	–	119
2020 Q1	$76K	Buy	4,400 +2,351	+115%	+$79.6K	0.05%	115
2019 Q4	$87K	Sell	2,049 -1,391	-40%	-$58.4K	0.06%	125
2019 Q3	$157K	Sell	3,440 -629	-15%	-$29.7K	0.11%	114
2019 Q2	$178K	Buy	4,069 +682	+20%	+$33.7K	0.16%	101
2019 Q1	$162K	Sell	3,387 -682	-17%	-$33.4K	0.1%	127
2018 Q4	$178K	Buy	+4,069	New	+$200K	0.14%	110

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

WealthBridge Capital Management's AMLP Position: Q1 2026 in Review

WealthBridge Capital Management increased its Alerian MLP ETF (AMLP) stake by 4% in Q1 2026, buying an estimated $110K and bringing the position to 56,372 shares worth $2.97M. The position accounts for 0.68% of the portfolio, ranked #31.

WealthBridge Capital Management first reported a position in AMLP in Q4 2018 and has held it in 27 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

WealthBridge Capital Management held 56,372 shares of Alerian MLP ETF worth $2.97M as of Q1 2026.
WealthBridge Capital Management bought 2,162 Alerian MLP ETF shares in Q1 2026, an estimated $110K.
Alerian MLP ETF made up 0.68% of WealthBridge Capital Management's portfolio in Q1 2026, its #31 holding.
WealthBridge Capital Management first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 27 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.