Advocacy Wealth Management Services’s Alerian MLP ETF AMLP Stock Holding History

Advocacy Wealth Management Services’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	$632K	Buy	12,180 +696	+6%	+$36.5K	0.02%	121
2026 Q1	$605K	Sell	11,484 -758	-6%	-$38.6K	0.03%	118
2025 Q4	$576K	Buy	12,242 +664	+6%	+$31.1K	0.02%	116
2025 Q3	$543K	Buy	11,578 +896	+8%	+$43.3K	0.02%	119
2025 Q2	$522K	Sell	10,682 -327	-3%	-$15.9K	0.03%	55
2025 Q1	$572K	Buy	+11,009	New	+$565K	0.04%	51
2019 Q4	–	Sell	-60	Closed	-$3K	–	142
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	138
2019 Q2	$3K	Buy	+60	New	+$2.97K	﹤0.01%	157
2019 Q1	–	Sell	-1,101	Closed	-$48K	–	130
2018 Q4	$48K	Hold	1,101	–	–	0.04%	38
2018 Q3	$59K	Hold	1,101	–	–	0.04%	32
2018 Q2	$56K	Sell	1,101 -100	-8%	-$5.07K	0.04%	33
2018 Q1	$56K	Sell	1,201 -4,146	-78%	-$222K	0.04%	35
2017 Q4	$288K	Sell	5,347 -270,387	-98%	-$14.5M	0.2%	16
2017 Q3	$15.5M	Buy	275,734 +137,545	+100%	+$7.86M	6.19%	8
2017 Q2	$8.26M	Buy	138,189 +37,579	+37%	+$2.29M	2.96%	15
2017 Q1	$6.39M	Sell	100,610 -116,822	-54%	-$7.5M	2.23%	21
2016 Q4	$13.7M	Buy	217,432 +11,199	+5%	+$692K	4.11%	5
2016 Q3	$13.1M	Buy	206,233 +33,274	+19%	+$2.1M	5.07%	5
2016 Q2	$11M	Buy	172,959 +39,669	+30%	+$2.39M	5.55%	2
2016 Q1	$7.28M	Buy	133,290 +54,987	+70%	+$2.79M	5.05%	1
2015 Q4	$4.7M	Buy	+78,303	New	+$4.9M	5.32%	2

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

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

Advocacy Wealth Management Services's AMLP Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Alerian MLP ETF (AMLP) stake by 6.1% in Q2 2026, buying an estimated $36.5K and bringing the position to 12,180 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #121.

Advocacy Wealth Management Services first reported a position in AMLP in Q4 2015 and has held it in 21 quarters since. The position peaked at $15.5M in Q3 2017. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Advocacy Wealth Management Services held 12,180 shares of Alerian MLP ETF worth $632K as of Q2 2026.
Advocacy Wealth Management Services bought 696 Alerian MLP ETF shares in Q2 2026, an estimated $36.5K.
Alerian MLP ETF made up 0.02% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #121 holding.
Advocacy Wealth Management Services first reported a position in Alerian MLP ETF in Q4 2015 and has held it in 21 quarters since.
Advocacy Wealth Management Services's Alerian MLP ETF position peaked at $15.5M in Q3 2017.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.