Arax Advisory Partners’s Alerian MLP ETF AMLP Stock Holding History

Arax Advisory Partners’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	$9.6M	Buy	185,243 +178,202	+2,531%	+$9.35M	0.06%	311
2026 Q1	$371K	Buy	7,041 +5,692	+422%	+$290K	0.01%	763
2025 Q4	$63.4K	Sell	1,349 -20,575	-94%	-$963K	﹤0.01%	1501
2025 Q3	$631K	Buy	21,924 +21,686	+9,112%	+$1.05M	0.01%	818
2025 Q2	$11.6K	Buy	238 +110	+86%	+$5.33K	﹤0.01%	1898
2025 Q1	$6.65K	Hold	128	–	–	﹤0.01%	1689
2024 Q4	$6.17K	Hold	128	–	–	﹤0.01%	1670
2024 Q3	$6.03K	Hold	128	–	–	﹤0.01%	1636
2024 Q2	$6.14K	Hold	128	–	–	﹤0.01%	1500
2024 Q1	$6.08K	Hold	128	–	–	﹤0.01%	864
2023 Q4	$5.44K	Hold	128	–	–	﹤0.01%	872
2023 Q3	$5.4K	Sell	128 -167	-57%	-$6.85K	﹤0.01%	857
2023 Q2	$11.6K	Sell	295 -228	-44%	-$8.84K	﹤0.01%	676
2023 Q1	$20.2K	Sell	523 -93	-15%	-$3.65K	﹤0.01%	585
2022 Q4	$23.4K	Buy	616 +3	+0.5%	+$118	﹤0.01%	544
2022 Q3	$22K	Buy	+613	New	+$23.3K	﹤0.01%	553

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

Arax Advisory Partners's AMLP Position: Q2 2026 in Review

Arax Advisory Partners increased its Alerian MLP ETF (AMLP) stake by 2,531% in Q2 2026, buying an estimated $9.35M and bringing the position to 185,243 shares worth $9.6M. The position accounts for 0.06% of the portfolio, ranked #311.

Arax Advisory Partners first reported a position in AMLP in Q3 2022 and has held it in 16 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Arax Advisory Partners held 185,243 shares of Alerian MLP ETF worth $9.6M as of Q2 2026.
Arax Advisory Partners bought 178,202 Alerian MLP ETF shares in Q2 2026, an estimated $9.35M.
Alerian MLP ETF made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #311 holding.
Arax Advisory Partners first reported a position in Alerian MLP ETF in Q3 2022 and has held it in 16 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.