CDM Financial Counseling Services’s Alerian MLP ETF AMLP Stock Holding History

CDM Financial Counseling 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	$246K	Sell	4,743 -81	-2%	-$4.25K	0.21%	72
2026 Q1	$254K	Sell	4,824 -300	-6%	-$15.3K	0.24%	73
2025 Q4	$241K	Buy	+5,124	New	+$240K	0.23%	74

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

CDM Financial Counseling Services's AMLP Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its Alerian MLP ETF (AMLP) stake by 1.7% in Q2 2026, selling an estimated $4.25K and leaving 4,743 shares worth $246K. The position accounts for 0.21% of the portfolio, ranked #72.

CDM Financial Counseling Services first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q1 2026. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

CDM Financial Counseling Services held 4,743 shares of Alerian MLP ETF worth $246K as of Q2 2026.
CDM Financial Counseling Services sold 81 Alerian MLP ETF shares in Q2 2026, an estimated $4.25K.
Alerian MLP ETF made up 0.21% of CDM Financial Counseling Services's portfolio in Q2 2026, its #72 holding.
CDM Financial Counseling Services first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
CDM Financial Counseling Services's Alerian MLP ETF position peaked at $254K in Q1 2026.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.