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Cypress Wealth Services’s Alerian MLP ETF AMLP Stock Holding History

Cypress Wealth 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 		$912K Buy
17,580
+1,719
+11% +$90.2K 0.11% 141
2026
Q1 		$835K Buy
15,861
+9,663
+156% +$492K 0.12% 138
2025
Q4 		$291K Buy
6,198
+105
+2% +$4.92K 0.04% 309
2025
Q3 		$286K Buy
6,093
+99
+2% +$4.79K 0.05% 262
2025
Q2 		$293K Sell
5,994
-204
-3% -$9.89K 0.05% 239
2025
Q1 		$322K Buy
6,198
+87
+1% +$4.47K 0.07% 205
2024
Q4 		$294K Buy
6,111
+90
+1% +$4.33K 0.06% 207
2024
Q3 		$284K Buy
6,021
+217
+4% +$10.3K 0.06% 210
2024
Q2 		$278K Buy
5,804
+89
+2% +$4.16K 0.06% 201
2024
Q1 		$271K Buy
5,715
+87
+2% +$3.91K 0.06% 207
2023
Q4 		$239K Buy
5,628
+72
+1% +$3.05K 0.06% 211
2023
Q3 		$234K Buy
5,556
+70
+1% +$2.87K 0.07% 210
2023
Q2 		$220K Buy
5,486
+43
+0.8% +$1.67K 0.06% 220
2023
Q1 		$210K Buy
5,443
+63
+1% +$2.47K 0.06% 224
2022
Q4 		$205K Buy
5,380
+59
+1% +$2.32K 0.07% 220
2022
Q3 		$203K Buy
+5,321
New +$202K 0.07% 210
2020
Q2 		– Sell
-5,222
Closed -$90K – 275
2020
Q1 		$90K Sell
5,222
-302
-5% -$10.2K 0.03% 237
2019
Q4 		$235K Buy
5,524
+200
+4% +$8.39K 0.06% 215
2019
Q3 		$243K Sell
5,324
-203
-4% -$9.6K 0.07% 211
2019
Q2 		$272K Buy
5,527
+2,568
+87% +$127K 0.08% 202
2019
Q1 		$148K Buy
2,959
+187
+7% +$9.17K 0.05% 251
2018
Q4 		$121K Sell
2,772
-535
-16% -$26.2K 0.05% 214
2018
Q3 		$177K Sell
3,307
-63
-2% -$3.4K 0.06% 216
2018
Q2 		$170K Sell
3,370
-106
-3% -$5.37K 0.06% 214
2018
Q1 		$163K Sell
3,476
-419
-11% -$22.4K 0.07% 186
2017
Q4 		$210K Buy
+3,895
New +$208K 0.09% 189

Other funds holding AMLP

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Cypress Wealth Services's AMLP Position: Q2 2026 in Review

Cypress Wealth Services increased its Alerian MLP ETF (AMLP) stake by 11% in Q2 2026, buying an estimated $90.2K and bringing the position to 17,580 shares worth $912K. The position accounts for 0.11% of the portfolio, ranked #141.

Cypress Wealth Services first reported a position in AMLP in Q4 2017 and has held it in 26 quarters since. 177 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Cypress Wealth Services held 17,580 shares of Alerian MLP ETF worth $912K as of Q2 2026.
  • Cypress Wealth Services bought 1,719 Alerian MLP ETF shares in Q2 2026, an estimated $90.2K.
  • Alerian MLP ETF made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #141 holding.
  • Cypress Wealth Services first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 26 quarters since.
  • 177 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.