Annex Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Annex Advisory 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	–	Sell	-4,920	Closed	-$259K	–	358
2026 Q1	$259K	Buy	+4,920	New	+$251K	﹤0.01%	316
2025 Q2	–	Sell	-3,950	Closed	-$205K	–	323
2025 Q1	$205K	Buy	+3,950	New	+$203K	0.01%	295
2019 Q2	–	Sell	-3,395	Closed	-$170K	–	120
2019 Q1	$170K	Buy	+3,395	New	+$166K	0.03%	125

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

Annex Advisory Services's AMLP Position: Q2 2026 in Review

Annex Advisory Services sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 4,920 shares — an estimated $259K sold.

Annex Advisory Services first reported a position in AMLP in Q1 2019 and held it in 3 quarters. The position peaked at $259K in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Annex Advisory Services reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Annex Advisory Services sold 4,920 Alerian MLP ETF shares in Q2 2026, an estimated $259K.
Annex Advisory Services first reported a position in Alerian MLP ETF in Q1 2019 and held it in 3 quarters.
Annex Advisory Services's Alerian MLP ETF position peaked at $259K in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.