Williams Jones Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.7M Buy
206,027
+5,867
+3% +$308K 0.12% 101
2026
Q1
$10.5M Buy
200,160
+19,255
+11% +$981K 0.13% 96
2025
Q4
$8.51M Sell
180,905
-2,287
-1% -$107K 0.1% 104
2025
Q3
$8.6M Buy
183,192
+17,479
+11% +$845K 0.1% 105
2025
Q2
$8.1M Buy
165,713
+2,941
+2% +$143K 0.1% 108
2025
Q1
$8.45M Sell
162,772
-5,626
-3% -$289K 0.11% 107
2024
Q4
$8.11M Buy
168,398
+6,995
+4% +$336K 0.1% 113
2024
Q3
$7.61M Buy
161,403
+1,450
+0.9% +$68.6K 0.09% 123
2024
Q2
$7.67M Buy
159,953
+127,825
+398% +$5.97M 0.1% 117
2024
Q1
$1.52M Buy
32,128
+5,930
+23% +$266K 0.02% 221
2023
Q4
$1.11M Buy
+26,198
New +$1.11M 0.02% 247

Other funds holding AMLP

Williams Jones Wealth Management's AMLP Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Alerian MLP ETF (AMLP) stake by 2.9% in Q2 2026, buying an estimated $308K and bringing the position to 206,027 shares worth $10.7M. The position accounts for 0.12% of the portfolio, ranked #101.

Williams Jones Wealth Management first reported a position in AMLP in Q4 2023 and has held it in 11 quarters since. 446 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Williams Jones Wealth Management held 206,027 shares of Alerian MLP ETF worth $10.7M as of Q2 2026.
  • Williams Jones Wealth Management bought 5,867 Alerian MLP ETF shares in Q2 2026, an estimated $308K.
  • Alerian MLP ETF made up 0.12% of Williams Jones Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Williams Jones Wealth Management first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 11 quarters since.
  • 446 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.