Windsor Advisory Group’s Alerian MLP ETF AMLP Stock Holding History

Windsor Advisory Group’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	$449K	Hold	8,650	–	–	0.33%	42
2026 Q1	$455K	Hold	8,650	–	–	0.38%	35
2025 Q4	$407K	Hold	8,650	–	–	0.36%	40
2025 Q3	$406K	Hold	8,650	–	–	0.36%	42
2025 Q2	$423K	Hold	8,650	–	–	0.6%	27
2025 Q1	$449K	Hold	8,650	–	–	0.58%	25
2024 Q4	$417K	Sell	8,650 -850	-9%	-$40.9K	0.48%	34
2024 Q3	$448K	Hold	9,500	–	–	0.51%	37
2024 Q2	$456K	Hold	9,500	–	–	0.91%	23
2024 Q1	$451K	Hold	9,500	–	–	1.27%	22
2023 Q4	$404K	Hold	9,500	–	–	1.2%	26
2023 Q3	$401K	Sell	9,500 -1,473	-13%	-$60.4K	0.95%	28
2023 Q2	$430K	Sell	10,973 -491	-4%	-$19K	1.06%	25
2023 Q1	$443K	Hold	11,464	–	–	1.06%	24
2022 Q4	$436K	Buy	+11,464	New	+$451K	1.16%	23

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

Windsor Advisory Group's AMLP Position: Q2 2026 in Review

Windsor Advisory Group held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 8,650 shares worth $449K. The position accounts for 0.33% of the portfolio, ranked #42.

Windsor Advisory Group first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $456K in Q2 2024. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Windsor Advisory Group held 8,650 shares of Alerian MLP ETF worth $449K as of Q2 2026.
Windsor Advisory Group left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.33% of Windsor Advisory Group's portfolio in Q2 2026, its #42 holding.
Windsor Advisory Group first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
Windsor Advisory Group's Alerian MLP ETF position peaked at $456K in Q2 2024.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.