Westbourne Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Westbourne Investment Advisors’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	$270K	Sell	5,200 -2,500	-32%	-$131K	0.07%	98
2026 Q1	$405K	Sell	7,700 -1,565	-17%	-$79.7K	0.12%	86
2025 Q4	$436K	Buy	9,265 +500	+6%	+$23.4K	0.12%	81
2025 Q3	$411K	Buy	8,765 +1,000	+13%	+$48.4K	0.11%	82
2025 Q2	$379K	Buy	+7,765	New	+$377K	0.12%	83
2019 Q4	–	Sell	-6,443	Closed	-$294K	–	94
2019 Q3	$294K	Sell	6,443 -7,700	-54%	-$364K	0.22%	79
2019 Q2	$697K	Sell	14,143 -6,310	-31%	-$312K	0.56%	48
2019 Q1	$1.03M	Sell	20,453 -660	-3%	-$32.4K	0.79%	38
2018 Q4	$922K	Sell	21,113 -6,893	-25%	-$338K	0.79%	40
2018 Q3	$1.5M	Sell	28,006 -900	-3%	-$48.5K	1.09%	25
2018 Q2	$1.46M	Sell	28,906 -520	-2%	-$26.4K	1.26%	22
2018 Q1	$1.38M	Buy	29,426 +2,828	+11%	+$151K	1.1%	27
2017 Q4	$1.44M	Buy	26,598 +6,958	+35%	+$372K	1.09%	26
2017 Q3	$1.1M	Sell	19,640 -2,390	-11%	-$137K	0.86%	41
2017 Q2	$1.32M	Buy	22,030 +620	+3%	+$37.8K	1.07%	29
2017 Q1	$1.36M	Buy	21,410 +2,585	+14%	+$166K	1.12%	27
2016 Q4	$1.19M	Buy	18,825 +7,250	+63%	+$448K	1.04%	33
2016 Q3	$734K	Buy	11,575 +3,605	+45%	+$228K	0.65%	51
2016 Q2	$507K	Buy	7,970 +2,220	+39%	+$134K	0.46%	61
2016 Q1	$314K	Buy	5,750 +1,600	+39%	+$81.3K	0.3%	79
2015 Q4	$250K	Sell	4,150 -460	-10%	-$28.8K	0.24%	88
2015 Q3	$288K	Sell	4,610 -80	-2%	-$5.82K	0.29%	85
2015 Q2	$365K	Buy	+4,690	New	+$390K	0.33%	78

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

Westbourne Investment Advisors's AMLP Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its Alerian MLP ETF (AMLP) stake by 32% in Q2 2026, selling an estimated $131K and leaving 5,200 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #98.

Westbourne Investment Advisors first reported a position in AMLP in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.5M in Q3 2018. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Westbourne Investment Advisors held 5,200 shares of Alerian MLP ETF worth $270K as of Q2 2026.
Westbourne Investment Advisors sold 2,500 Alerian MLP ETF shares in Q2 2026, an estimated $131K.
Alerian MLP ETF made up 0.07% of Westbourne Investment Advisors's portfolio in Q2 2026, its #98 holding.
Westbourne Investment Advisors first reported a position in Alerian MLP ETF in Q2 2015 and has held it in 23 quarters since.
Westbourne Investment Advisors's Alerian MLP ETF position peaked at $1.5M in Q3 2018.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.