Ethos Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Ethos Financial Group’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	$707K	Buy	13,158 +2,453	+23%	+$129K	0.05%	281
2026 Q1	$537K	Buy	10,705 +6,000	+128%	+$306K	0.04%	294
2025 Q4	$221K	Sell	4,705 -6,000	-56%	-$281K	0.02%	454
2025 Q3	$502K	Sell	10,705 -1,796	-14%	-$86.8K	0.04%	268
2025 Q2	$611K	Buy	12,501 +1,183	+10%	+$57.4K	0.05%	239
2025 Q1	$565K	Buy	11,318 +5,318	+89%	+$273K	0.05%	213
2024 Q4	$289K	Hold	6,000	–	–	0.04%	226
2024 Q3	$283K	Hold	6,000	–	–	0.05%	217
2024 Q2	$288K	Hold	6,000	–	–	0.05%	204
2024 Q1	$285K	Hold	6,000	–	–	0.05%	209
2023 Q4	$255K	Hold	6,000	–	–	0.05%	215
2023 Q3	$253K	Hold	6,000	–	–	0.07%	144
2023 Q2	$232K	Hold	6,000	–	–	0.08%	123
2023 Q1	$232K	Hold	6,000	–	–	0.07%	150
2022 Q4	$228K	Buy	+6,000	New	+$236K	0.08%	125

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ethos Financial Group's AMLP Position: Q2 2026 in Review

Ethos Financial Group increased its Alerian MLP ETF (AMLP) stake by 23% in Q2 2026, buying an estimated $129K and bringing the position to 13,158 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #281.

Ethos Financial Group first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Ethos Financial Group held 13,158 shares of Alerian MLP ETF worth $707K as of Q2 2026.
Ethos Financial Group bought 2,453 Alerian MLP ETF shares in Q2 2026, an estimated $129K.
Alerian MLP ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #281 holding.
Ethos Financial Group first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.