WMG Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

WMG Financial Advisors’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	$935K	Sell	17,767 -28,734	-62%	-$1.46M	0.39%	34
2025 Q4	$2.19M	Buy	46,501 +480	+1%	+$22.5K	0.9%	22
2025 Q3	$2.16M	Buy	46,021 +16,495	+56%	+$798K	0.72%	28
2025 Q2	$1.44M	Buy	29,526 +3,050	+12%	+$148K	0.53%	35
2025 Q1	$1.38M	Buy	26,476 +10,421	+65%	+$535K	0.58%	31
2024 Q4	$773K	Buy	16,055 +7,530	+88%	+$362K	0.33%	48
2024 Q3	$402K	Buy	8,525 +1,320	+18%	+$62.4K	0.18%	79
2024 Q2	$346K	Buy	+7,205	New	+$337K	0.18%	82

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WMG Financial Advisors's AMLP Position: Q1 2026 in Review

WMG Financial Advisors reduced its Alerian MLP ETF (AMLP) stake by 62% in Q1 2026, selling an estimated $1.46M and leaving 17,767 shares worth $935K. The position accounts for 0.39% of the portfolio, ranked #34.

WMG Financial Advisors first reported a position in AMLP in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q4 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

WMG Financial Advisors held 17,767 shares of Alerian MLP ETF worth $935K as of Q1 2026.
WMG Financial Advisors sold 28,734 Alerian MLP ETF shares in Q1 2026, an estimated $1.46M.
Alerian MLP ETF made up 0.39% of WMG Financial Advisors's portfolio in Q1 2026, its #34 holding.
WMG Financial Advisors first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 8 quarters since.
WMG Financial Advisors's Alerian MLP ETF position peaked at $2.19M in Q4 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.