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 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

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

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. 194 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.
194 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.