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World Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

World Investment 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
Q2 		$1.76M Sell
33,552
-60
-0.2% -$3.15K 0.03% 518
2026
Q1 		$1.77M Buy
33,612
+23,421
+230% +$1.19M 0.03% 526
2025
Q4 		$479K Buy
10,191
+3,561
+54% +$167K 0.01% 941
2025
Q3 		$311K Sell
6,630
-71
-1% -$3.43K 0.01% 967
2025
Q2 		$327K Sell
6,701
-33,168
-83% -$1.61M 0.01% 884
2025
Q1 		$2.07M Buy
39,869
+2,811
+8% +$144K 0.05% 347
2024
Q4 		$1.78M Sell
37,058
-18,208
-33% -$875K 0.05% 348
2024
Q3 		$2.6M Buy
55,266
+340
+0.6% +$16.1K 0.08% 261
2024
Q2 		$2.64M Buy
54,926
+406
+0.7% +$19K 0.16% 131
2024
Q1 		$2.59M Buy
54,520
+11,180
+26% +$502K 0.37% 68
2023
Q4 		$1.84M Buy
43,340
+653
+2% +$27.7K 0.24% 90
2023
Q3 		$1.8M Buy
42,687
+11,688
+38% +$480K 0.36% 57
2023
Q2 		$1.22M Sell
30,999
-943
-3% -$36.6K 0.24% 75
2023
Q1 		$1.23M Sell
31,942
-382
-1% -$15K 0.26% 70
2022
Q4 		$1.23M Hold
32,324
– – 0.28% 65
2022
Q3 		$1.18M Buy
32,324
+5,845
+22% +$222K 0.28% 57
2022
Q2 		$1.03M Buy
26,479
+11,224
+74% +$431K 0.22% 74
2022
Q1 		$584K Buy
15,255
+6,372
+72% +$234K 0.12% 131
2021
Q4 		$333K Buy
+8,883
New +$301K 0.07% 187
2020
Q1 		– Sell
-2,063
Closed -$88K – 142
2019
Q4 		$88K Sell
2,063
-1,213
-37% -$50.9K 0.03% 161
2019
Q3 		$150K Sell
3,276
-54
-2% -$2.55K 0.06% 145
2019
Q2 		$160K Sell
3,330
-1,975
-37% -$97.7K 0.07% 134
2019
Q1 		$266K Buy
5,305
+60
+1% +$2.94K 0.12% 95
2018
Q4 		$257K Buy
+5,245
New +$257K 0.12% 121

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

World Investment Advisors's AMLP Position: Q2 2026 in Review

World Investment Advisors reduced its Alerian MLP ETF (AMLP) stake by 0.18% in Q2 2026, selling an estimated $3.15K and leaving 33,552 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #518.

World Investment Advisors first reported a position in AMLP in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.64M in Q2 2024. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • World Investment Advisors held 33,552 shares of Alerian MLP ETF worth $1.76M as of Q2 2026.
  • World Investment Advisors sold 60 Alerian MLP ETF shares in Q2 2026, an estimated $3.15K.
  • Alerian MLP ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #518 holding.
  • World Investment Advisors first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 24 quarters since.
  • World Investment Advisors's Alerian MLP ETF position peaked at $2.64M in Q2 2024.
  • 807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.