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Westbourne Investments’s Alerian MLP ETF AMLP Stock Holding History

Westbourne Investments’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 		$480K Buy
9,128
+1,028
+13% +$52.4K 0.23% 88
2025
Q4 		$381K Buy
8,100
+1,400
+21% +$65.5K 0.18% 102
2025
Q3 		$312K Sell
6,700
-2,100
-24% -$102K 0.15% 98
2025
Q2 		$430K Sell
8,800
-380
-4% -$18.4K 0.23% 88
2025
Q1 		$477K Hold
9,180
– – 0.29% 74
2024
Q4 		$442K Buy
+9,180
New +$441K 0.26% 78

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Westbourne Investments's AMLP Position: Q1 2026 in Review

Westbourne Investments increased its Alerian MLP ETF (AMLP) stake by 13% in Q1 2026, buying an estimated $52.4K and bringing the position to 9,128 shares worth $480K. The position accounts for 0.23% of the portfolio, ranked #88.

Westbourne Investments first reported a position in AMLP in Q4 2024 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Westbourne Investments held 9,128 shares of Alerian MLP ETF worth $480K as of Q1 2026.
  • Westbourne Investments bought 1,028 Alerian MLP ETF shares in Q1 2026, an estimated $52.4K.
  • Alerian MLP ETF made up 0.23% of Westbourne Investments's portfolio in Q1 2026, its #88 holding.
  • Westbourne Investments first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 6 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.