CFA
AMLP icon

Cahill Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Cahill Financial Advisors’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 		$454K Sell
8,749
-498
-5% -$26.1K 0.04% 193
2026
Q1 		$487K Sell
9,247
-178
-2% -$9.06K 0.05% 181
2025
Q4 		$443K Buy
9,425
+2,641
+39% +$124K 0.05% 187
2025
Q3 		$318K Buy
6,784
+22
+0.3% +$1.06K 0.04% 227
2025
Q2 		$330K Buy
6,762
+1,437
+27% +$69.7K 0.04% 222
2025
Q1 		$277K Buy
5,325
+964
+22% +$49.5K 0.04% 226
2024
Q4 		$210K Buy
+4,361
New +$210K 0.03% 251
2021
Q4 		– Sell
-1,758
Closed -$59K – 246
2021
Q3 		$59K Buy
+1,758
New +$58.7K 0.01% 320
2020
Q2 		– Sell
-8,650
Closed -$149K – 159
2020
Q1 		$149K Buy
8,650
+200
+2% +$6.78K 0.07% 143
2019
Q4 		$360K Buy
8,450
+550
+7% +$23.1K 0.13% 127
2019
Q3 		$362K Buy
7,900
+940
+14% +$44.5K 0.14% 120
2019
Q2 		$343K Sell
6,960
-1,097
-14% -$54.3K 0.14% 117
2019
Q1 		$405K Buy
8,057
+1,347
+20% +$66K 0.17% 109
2018
Q4 		$293K Buy
6,710
+1,600
+31% +$78.5K 0.15% 119
2018
Q3 		$273K Buy
+5,110
New +$276K 0.12% 131

Other funds holding AMLP

AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cahill Financial Advisors's AMLP Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Alerian MLP ETF (AMLP) stake by 5.4% in Q2 2026, selling an estimated $26.1K and leaving 8,749 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #193.

Cahill Financial Advisors first reported a position in AMLP in Q3 2018 and has held it in 15 quarters since. The position peaked at $487K in Q1 2026. 625 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Cahill Financial Advisors held 8,749 shares of Alerian MLP ETF worth $454K as of Q2 2026.
  • Cahill Financial Advisors sold 498 Alerian MLP ETF shares in Q2 2026, an estimated $26.1K.
  • Alerian MLP ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #193 holding.
  • Cahill Financial Advisors first reported a position in Alerian MLP ETF in Q3 2018 and has held it in 15 quarters since.
  • Cahill Financial Advisors's Alerian MLP ETF position peaked at $487K in Q1 2026.
  • 625 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.