Westside Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Westside Investment Management’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	$1.12M	Sell	21,548 -4,180	-16%	-$219K	0.15%	135
2026 Q1	$1.35M	Sell	25,728 -2,274	-8%	-$116K	0.21%	111
2025 Q4	$1.32M	Sell	28,002 -5,007	-15%	-$234K	0.21%	104
2025 Q3	$1.55M	Buy	33,009 +396	+1%	+$19.1K	0.25%	91
2025 Q2	$1.59M	Buy	32,613 +5,982	+22%	+$290K	0.3%	86
2025 Q1	$1.38M	Sell	26,631 -775	-3%	-$39.8K	0.29%	92
2024 Q4	$1.32M	Sell	27,406 -267	-1%	-$12.8K	0.28%	97
2024 Q3	$1.3M	Buy	27,673 +911	+3%	+$43.1K	0.28%	90
2024 Q2	$1.28M	Buy	26,762 +148	+0.6%	+$6.92K	0.29%	89
2024 Q1	$1.26M	Buy	26,614 +114	+0.4%	+$5.12K	0.3%	86
2023 Q4	$1.13M	Buy	26,500 +2,279	+9%	+$96.6K	0.29%	94
2023 Q3	$1.02M	Sell	24,221 -1,681	-6%	-$69K	0.29%	87
2023 Q2	$1.02M	Sell	25,902 -7,802	-23%	-$303K	0.29%	89
2023 Q1	$1.3M	Buy	33,704 +642	+2%	+$25.2K	0.38%	73
2022 Q4	$1.26K	Buy	33,062 +972	+3%	+$38.2K	﹤0.01%	254
2022 Q3	$1.17K	Buy	32,090 +8,797	+38%	+$335K	﹤0.01%	261
2022 Q2	$802	Buy	23,293 +1,863	+9%	+$71.5K	﹤0.01%	269
2022 Q1	$820	Buy	+21,430	New	+$788K	﹤0.01%	271
2020 Q4	–	Sell	-4,500	Closed	-$85.9K	–	644
2020 Q3	$85.9K	Buy	4,500 +700	+18%	+$16.2K	0.04%	68
2020 Q2	$88.9K	Hold	3,800	–	–	0.05%	54
2020 Q1	$169K	Buy	+3,800	New	+$129K	0.12%	26
2019 Q2	$5.19K	Buy	+2,500	New	+$124K	0.01%	77
2018 Q4	$79.1K	Buy	1,800 +100	+6%	+$4.91K	0.03%	237
2018 Q3	$90.9K	Buy	1,700 +1,600	+1,600%	+$86.3K	0.03%	211
2018 Q2	$5.13K	Sell	100 -1,600	-94%	-$81.1K	﹤0.01%	677
2018 Q1	$79K	Sell	1,700 -800	-32%	-$42.8K	0.04%	238
2017 Q4	$142K	Buy	2,500 +1,237	+98%	+$66.2K	0.08%	185
2017 Q3	$71.6K	Buy	1,263 +976	+340%	+$55.8K	0.04%	242
2017 Q2	$17K	Buy	287 +235	+452%	+$14.3K	0.01%	413
2017 Q1	$3.31K	Hold	52	–	–	﹤0.01%	671
2016 Q4	$3.31K	Buy	+52	New	+$3.21K	﹤0.01%	557

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

Westside Investment Management's AMLP Position: Q2 2026 in Review

Westside Investment Management reduced its Alerian MLP ETF (AMLP) stake by 16% in Q2 2026, selling an estimated $219K and leaving 21,548 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #135.

Westside Investment Management first reported a position in AMLP in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.59M in Q2 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Westside Investment Management held 21,548 shares of Alerian MLP ETF worth $1.12M as of Q2 2026.
Westside Investment Management sold 4,180 Alerian MLP ETF shares in Q2 2026, an estimated $219K.
Alerian MLP ETF made up 0.15% of Westside Investment Management's portfolio in Q2 2026, its #135 holding.
Westside Investment Management first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 31 quarters since.
Westside Investment Management's Alerian MLP ETF position peaked at $1.59M in Q2 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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