Envision Financial’s Alerian MLP ETF AMLP Stock Holding History

Envision Financial’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	$262K	Hold	5,057	–	–	0.12%	45
2026 Q1	$266K	Sell	5,057 -1,724	-25%	-$87.8K	0.14%	43
2025 Q4	$319K	Buy	6,781 +36	+0.5%	+$1.69K	0.17%	41
2025 Q3	$317K	Buy	6,745 +34	+0.5%	+$1.64K	0.18%	41
2025 Q2	$328K	Sell	6,711 -383	-5%	-$18.6K	0.22%	43
2025 Q1	$368K	Buy	7,094 +29	+0.4%	+$1.49K	0.28%	37
2024 Q4	$340K	Buy	+7,065	New	+$340K	0.27%	36

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Envision Financial's AMLP Position: Q2 2026 in Review

Envision Financial held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 5,057 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #45.

Envision Financial first reported a position in AMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q1 2025. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Envision Financial held 5,057 shares of Alerian MLP ETF worth $262K as of Q2 2026.
Envision Financial left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.12% of Envision Financial's portfolio in Q2 2026, its #45 holding.
Envision Financial first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 7 quarters since.
Envision Financial's Alerian MLP ETF position peaked at $368K in Q1 2025.
127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.