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 Q2	$506K	Buy	9,753 +625	+7%	+$32.8K	0.21%	88
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 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 Investments's AMLP Position: Q2 2026 in Review

Westbourne Investments increased its Alerian MLP ETF (AMLP) stake by 6.8% in Q2 2026, buying an estimated $32.8K and bringing the position to 9,753 shares worth $506K. The position accounts for 0.21% of the portfolio, ranked #88.

Westbourne Investments first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Westbourne Investments held 9,753 shares of Alerian MLP ETF worth $506K as of Q2 2026.
Westbourne Investments bought 625 Alerian MLP ETF shares in Q2 2026, an estimated $32.8K.
Alerian MLP ETF made up 0.21% of Westbourne Investments's portfolio in Q2 2026, its #88 holding.
Westbourne Investments first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.