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DDFG Inc’s Alerian MLP ETF AMLP Stock Holding History

DDFG Inc’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 		$616K Sell
11,884
-2,467
-17% -$129K 0.12% 54
2026
Q1 		$755K Buy
14,351
+775
+6% +$39.5K 0.16% 46
2025
Q4 		$638K Sell
13,576
-48
-0.4% -$2.25K 0.14% 48
2025
Q3 		$639K Sell
13,624
-4,098
-23% -$198K 0.15% 46
2025
Q2 		$866K Buy
17,722
+168
+1% +$8.15K 0.22% 39
2025
Q1 		$912K Buy
17,554
+4,457
+34% +$229K 0.25% 36
2024
Q4 		$631K Sell
13,097
-822
-6% -$39.5K 0.18% 42
2024
Q3 		$656K Buy
13,919
+105
+0.8% +$4.97K 0.19% 44
2024
Q2 		$663K Sell
13,814
-1,124
-8% -$52.5K 0.2% 41
2024
Q1 		$709K Buy
14,938
+1,308
+10% +$58.8K 0.23% 39
2023
Q4 		$580K Buy
13,630
+798
+6% +$33.8K 0.2% 41
2023
Q3 		$542K Buy
12,832
+1,443
+13% +$59.2K 0.2% 40
2023
Q2 		$447K Buy
11,389
+2,569
+29% +$99.6K 0.16% 45
2023
Q1 		$341K Sell
8,820
-1,087
-11% -$42.6K 0.13% 53
2022
Q4 		$377K Buy
+9,907
New +$390K 0.16% 45

Other funds holding AMLP

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

DDFG Inc's AMLP Position: Q2 2026 in Review

DDFG Inc reduced its Alerian MLP ETF (AMLP) stake by 17% in Q2 2026, selling an estimated $129K and leaving 11,884 shares worth $616K. The position accounts for 0.12% of the portfolio, ranked #54.

DDFG Inc first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $912K in Q1 2025. 391 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • DDFG Inc held 11,884 shares of Alerian MLP ETF worth $616K as of Q2 2026.
  • DDFG Inc sold 2,467 Alerian MLP ETF shares in Q2 2026, an estimated $129K.
  • Alerian MLP ETF made up 0.12% of DDFG Inc's portfolio in Q2 2026, its #54 holding.
  • DDFG Inc first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's Alerian MLP ETF position peaked at $912K in Q1 2025.
  • 391 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.