Wealthspire Advisors (New York)’s Alerian MLP ETF AMLP Stock Holding History

Wealthspire Advisors (New York)’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	$5.17M	Buy	98,238 +20,835	+27%	+$1.06M	0.04%	162
2025 Q4	$3.64M	Sell	77,403 -4,603	-6%	-$215K	0.03%	196
2025 Q3	$3.85M	Buy	82,006 +1,654	+2%	+$80K	0.02%	189
2025 Q2	$3.93M	Buy	80,352 +30,486	+61%	+$1.48M	0.02%	180
2025 Q1	$2.59M	Sell	49,866 -29,959	-38%	-$1.54M	0.02%	236
2024 Q4	$3.84M	Sell	79,825 -26	-0%	-$1.25K	0.04%	166
2024 Q3	$3.76M	Sell	79,851 -8,377	-9%	-$396K	0.04%	166
2024 Q2	$4.23M	Buy	88,228 +288	+0.3%	+$13.5K	0.05%	127
2024 Q1	$4.17M	Sell	87,940 -21,988	-20%	-$988K	0.06%	126
2023 Q4	$4.67M	Sell	109,928 -41,230	-27%	-$1.75M	0.07%	114
2023 Q3	$6.38M	Buy	151,158 +63,071	+72%	+$2.59M	0.11%	92
2023 Q2	$3.45M	Buy	88,087 +7,656	+10%	+$297K	0.06%	112
2023 Q1	$3.11M	Sell	80,431 -3,234	-4%	-$127K	0.05%	118
2022 Q4	$3.19M	Buy	83,665 +2,389	+3%	+$93.9K	0.06%	120
2022 Q3	$2.97M	Buy	81,276 +34,526	+74%	+$1.31M	0.06%	116
2022 Q2	$1.61M	Buy	+46,750	New	+$1.79M	0.03%	159
2021 Q4	–	Sell	-54,485	Closed	-$1.82M	–	538
2021 Q3	$1.82M	Buy	+54,485	New	+$1.82M	0.04%	174
2019 Q1	–	Sell	-7	Closed	–	–	85
2018 Q4	$0	Buy	+7	New	+$343	﹤0.01%	876

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

Wealthspire Advisors (New York)'s AMLP Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Alerian MLP ETF (AMLP) stake by 27% in Q1 2026, buying an estimated $1.06M and bringing the position to 98,238 shares worth $5.17M. The position accounts for 0.04% of the portfolio, ranked #162.

Wealthspire Advisors (New York) first reported a position in AMLP in Q4 2018 and has held it in 18 quarters since. The position peaked at $6.38M in Q3 2023. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Wealthspire Advisors (New York) held 98,238 shares of Alerian MLP ETF worth $5.17M as of Q1 2026.
Wealthspire Advisors (New York) bought 20,835 Alerian MLP ETF shares in Q1 2026, an estimated $1.06M.
Alerian MLP ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #162 holding.
Wealthspire Advisors (New York) first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 18 quarters since.
Wealthspire Advisors (New York)'s Alerian MLP ETF position peaked at $6.38M in Q3 2023.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.