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

Fiduciary 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 		$1.07M Buy
20,561
+2,654
+15% +$139K 0.12% 110
2026
Q1 		$943K Buy
17,907
+1,594
+10% +$81.2K 0.13% 111
2025
Q4 		$767K Buy
+16,313
New +$764K 0.11% 127

Other funds holding AMLP

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

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

Fiduciary Financial Group increased its Alerian MLP ETF (AMLP) stake by 15% in Q2 2026, buying an estimated $139K and bringing the position to 20,561 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #110.

Fiduciary Financial Group first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Fiduciary Financial Group held 20,561 shares of Alerian MLP ETF worth $1.07M as of Q2 2026.
  • Fiduciary Financial Group bought 2,654 Alerian MLP ETF shares in Q2 2026, an estimated $139K.
  • Alerian MLP ETF made up 0.12% of Fiduciary Financial Group's portfolio in Q2 2026, its #110 holding.
  • Fiduciary Financial Group first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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