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

Wealthcare Capital 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	$274K	Sell	5,276 -122	-2%	-$6.4K	0.11%	140
2026 Q1	$284K	Buy	5,398 +287	+6%	+$14.6K	0.13%	125
2025 Q4	$240K	Sell	5,111 -12	-0.2%	-$562	0.11%	131
2025 Q3	$240K	Buy	5,123 +83	+2%	+$4.01K	0.11%	132
2025 Q2	$246K	Buy	5,040 +65	+1%	+$3.15K	0.12%	129
2025 Q1	$258K	Buy	4,975 +16	+0.3%	+$821	0.13%	110
2024 Q4	$239K	Buy	+4,959	New	+$238K	0.12%	108

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

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

Wealthcare Capital Partners reduced its Alerian MLP ETF (AMLP) stake by 2.3% in Q2 2026, selling an estimated $6.4K and leaving 5,276 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #140.

Wealthcare Capital Partners first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $284K in Q1 2026. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Wealthcare Capital Partners held 5,276 shares of Alerian MLP ETF worth $274K as of Q2 2026.
Wealthcare Capital Partners sold 122 Alerian MLP ETF shares in Q2 2026, an estimated $6.4K.
Alerian MLP ETF made up 0.11% of Wealthcare Capital Partners's portfolio in Q2 2026, its #140 holding.
Wealthcare Capital Partners first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Alerian MLP ETF position peaked at $284K in Q1 2026.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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