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

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

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

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 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. 127 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.
127 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.