Action Point Financial Planning’s Alerian MLP ETF AMLP Stock Holding History

Action Point Financial Planning’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	$21.6K	Buy	+419	New	+$22K	﹤0.01%	1095

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

Action Point Financial Planning's AMLP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 419 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Action Point Financial Planning held 419 shares of Alerian MLP ETF worth $21.6K as of Q2 2026.
Alerian MLP ETF was a new Action Point Financial Planning position in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1095 holding.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.