COMPASS FINANCIAL MANAGEMENT LLC’s Alerian MLP ETF AMLP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$213K	Buy	+4,046	New	+$212K	0.03%	414

Other funds holding AMLP

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AMLP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 4,046 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #414 among its holdings.

687 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4,046 shares of Alerian MLP ETF worth $213K as of Q2 2026.
Alerian MLP ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Alerian MLP ETF made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #414 holding.
687 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.