1620 Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

1620 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	$30.1K	Hold	581	–	–	0.02%	375
2026 Q1	$30.6K	Hold	581	–	–	0.02%	352
2025 Q4	$27.3K	Sell	581 -10	-2%	-$468	0.02%	361
2025 Q3	$27.7K	Hold	591	–	–	0.02%	354
2025 Q2	$28.9K	Hold	591	–	–	0.02%	359
2025 Q1	$30.7K	Sell	591 -200	-25%	-$10.3K	0.02%	345
2024 Q4	$38.1K	Hold	791	–	–	0.03%	326
2024 Q3	$37.3K	Hold	791	–	–	0.03%	336
2024 Q2	$38K	Buy	+791	New	+$37K	0.03%	329

Other funds holding AMLP

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

1620 Investment Advisors's AMLP Position: Q2 2026 in Review

1620 Investment Advisors held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 581 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #375.

1620 Investment Advisors first reported a position in AMLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.1K in Q4 2024. 130 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

1620 Investment Advisors held 581 shares of Alerian MLP ETF worth $30.1K as of Q2 2026.
1620 Investment Advisors left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #375 holding.
1620 Investment Advisors first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Alerian MLP ETF position peaked at $38.1K in Q4 2024.
130 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.