Cascade Financial Partners’s Alerian MLP ETF AMLP Stock Holding History

Cascade Financial 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	$2.71M	Sell	52,296 -186	-0.4%	-$9.76K	0.24%	74
2026 Q1	$2.76M	Buy	52,482 +461	+0.9%	+$23.5K	0.28%	66
2025 Q4	$2.45M	Hold	52,021	–	–	0.25%	71
2025 Q3	$2.44M	Hold	52,021	–	–	0.28%	73
2025 Q2	$2.54M	Hold	52,021	–	–	0.31%	67
2025 Q1	$2.7M	Sell	52,021 -1,349	-3%	-$69.3K	0.34%	58
2024 Q4	$2.57M	Hold	53,370	–	–	0.33%	57
2024 Q3	$2.5M	Sell	53,370 -500	-0.9%	-$23.6K	0.31%	57
2024 Q2	$2.58M	Sell	53,870 -353	-0.7%	-$16.5K	0.34%	54
2024 Q1	$2.52M	Buy	+54,223	New	+$2.44M	0.36%	50

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

Cascade Financial Partners's AMLP Position: Q2 2026 in Review

Cascade Financial Partners reduced its Alerian MLP ETF (AMLP) stake by 0.35% in Q2 2026, selling an estimated $9.76K and leaving 52,296 shares worth $2.71M. The position accounts for 0.24% of the portfolio, ranked #74.

Cascade Financial Partners first reported a position in AMLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.76M in Q1 2026. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Cascade Financial Partners held 52,296 shares of Alerian MLP ETF worth $2.71M as of Q2 2026.
Cascade Financial Partners sold 186 Alerian MLP ETF shares in Q2 2026, an estimated $9.76K.
Alerian MLP ETF made up 0.24% of Cascade Financial Partners's portfolio in Q2 2026, its #74 holding.
Cascade Financial Partners first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Alerian MLP ETF position peaked at $2.76M in Q1 2026.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.