Wealthcare Advisory Partners’s Alerian MLP ETF AMLP Stock Holding History

Wealthcare Advisory Partners’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	$872K	Sell	16,818 -3,649	-18%	-$192K	0.02%	555
2026 Q1	$1.08M	Buy	20,467 +48	+0.2%	+$2.44K	0.02%	502
2025 Q4	$960K	Sell	20,419 -3,717	-15%	-$174K	0.02%	526
2025 Q3	$1.13M	Buy	24,136 +1,694	+8%	+$81.9K	0.02%	468
2025 Q2	$1.1M	Sell	22,442 -2,442	-10%	-$118K	0.03%	460
2025 Q1	$1.29M	Buy	24,884 +3,428	+16%	+$176K	0.03%	388
2024 Q4	$1.03M	Sell	21,456 -913	-4%	-$43.9K	0.03%	413
2024 Q3	$1.05M	Buy	22,369 +1,638	+8%	+$77.5K	0.03%	409
2024 Q2	$995K	Buy	20,731 +2,441	+13%	+$114K	0.03%	384
2024 Q1	$868K	Sell	18,290 -107	-0.6%	-$4.81K	0.03%	407
2023 Q4	$782K	Buy	18,397 +569	+3%	+$24.1K	0.03%	383
2023 Q3	$752K	Buy	17,828 +385	+2%	+$15.8K	0.03%	336
2023 Q2	$684K	Buy	17,443 +2	+0%	+$78	0.03%	374
2023 Q1	$674K	Buy	17,441 +830	+5%	+$32.5K	0.03%	376
2022 Q4	$632K	Buy	16,611 +2,352	+16%	+$92.5K	0.03%	366
2022 Q3	$521K	Buy	+14,259	New	+$543K	0.03%	354
2021 Q2	–	Sell	-1,357	Closed	-$41K	–	600
2021 Q1	$41K	Buy	+1,357	New	+$39.6K	﹤0.01%	935
2020 Q2	–	Sell	-1,587	Closed	-$27K	–	358
2020 Q1	$27K	Buy	1,587 +403	+34%	+$13.7K	﹤0.01%	638
2019 Q4	$50K	Buy	1,184 +18	+2%	+$756	0.01%	546
2019 Q3	$53K	Sell	1,166 -186	-14%	-$8.8K	0.01%	516
2019 Q2	$67K	Buy	1,352 +213	+19%	+$10.5K	0.01%	449
2019 Q1	$57K	Buy	1,139 +112	+11%	+$5.49K	0.01%	432
2018 Q4	$45K	Buy	1,027 +10	+1%	+$491	0.01%	445
2018 Q3	$54K	Buy	1,017 +11	+1%	+$593	0.01%	452
2018 Q2	$51K	Buy	1,006 +592	+143%	+$30K	0.01%	454
2018 Q1	$19K	Buy	414 +3	+0.7%	+$160	﹤0.01%	583
2017 Q4	$22K	Sell	411 -2,137	-84%	-$114K	0.01%	514
2017 Q3	$143K	Buy	+2,548	New	+$146K	0.04%	173
2016 Q3	–	Sell	-1,689	Closed	-$107K	–	80
2016 Q2	$107K	Buy	+1,689	New	+$102K	0.08%	39

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

Wealthcare Advisory Partners's AMLP Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Alerian MLP ETF (AMLP) stake by 18% in Q2 2026, selling an estimated $192K and leaving 16,818 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #555.

Wealthcare Advisory Partners first reported a position in AMLP in Q2 2016 and has held it in 29 quarters since. The position peaked at $1.29M in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Wealthcare Advisory Partners held 16,818 shares of Alerian MLP ETF worth $872K as of Q2 2026.
Wealthcare Advisory Partners sold 3,649 Alerian MLP ETF shares in Q2 2026, an estimated $192K.
Alerian MLP ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #555 holding.
Wealthcare Advisory Partners first reported a position in Alerian MLP ETF in Q2 2016 and has held it in 29 quarters since.
Wealthcare Advisory Partners's Alerian MLP ETF position peaked at $1.29M in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.