Advyzon Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Advyzon Investment Management’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	$553K	Sell	10,666 -764	-7%	-$40.1K	0.04%	439
2026 Q1	$602K	Sell	11,430 -7,334	-39%	-$374K	0.05%	343
2025 Q4	$882K	Buy	18,764 +2,887	+18%	+$135K	0.1%	200
2025 Q3	$745K	Buy	15,877 +846	+6%	+$40.9K	0.13%	157
2025 Q2	$734K	Buy	15,031 +1,439	+11%	+$69.8K	0.16%	125
2025 Q1	$706K	Sell	13,592 -1,988	-13%	-$102K	0.25%	79
2024 Q4	$750K	Buy	+15,580	New	+$749K	0.29%	68

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

Advyzon Investment Management's AMLP Position: Q2 2026 in Review

Advyzon Investment Management reduced its Alerian MLP ETF (AMLP) stake by 6.7% in Q2 2026, selling an estimated $40.1K and leaving 10,666 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #439.

Advyzon Investment Management first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $882K in Q4 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Advyzon Investment Management held 10,666 shares of Alerian MLP ETF worth $553K as of Q2 2026.
Advyzon Investment Management sold 764 Alerian MLP ETF shares in Q2 2026, an estimated $40.1K.
Alerian MLP ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #439 holding.
Advyzon Investment Management first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Alerian MLP ETF position peaked at $882K in Q4 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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