Financial Management Professionals’s Alerian MLP ETF AMLP Stock Holding History

Financial Management Professionals’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	$24.5K	Buy	472 +9	+2%	+$472	﹤0.01%	401
2026 Q1	$24.4K	Buy	463 +9	+2%	+$458	﹤0.01%	360
2025 Q4	$21.4K	Buy	454 +9	+2%	+$421	﹤0.01%	393
2025 Q3	$20.9K	Buy	445 +9	+2%	+$435	﹤0.01%	398
2025 Q2	$21.3K	Sell	436 -22	-5%	-$1.07K	﹤0.01%	409
2025 Q1	$23.8K	Buy	458 +8	+2%	+$411	﹤0.01%	390
2024 Q4	$21.7K	Buy	450 +9	+2%	+$433	﹤0.01%	396
2024 Q3	$21K	Buy	441 +9	+2%	+$426	﹤0.01%	413
2024 Q2	$21K	Sell	432 -128	-23%	-$5.98K	﹤0.01%	375
2024 Q1	$27K	Buy	560 +11	+2%	+$494	﹤0.01%	366
2023 Q4	$23K	Buy	549 +11	+2%	+$466	﹤0.01%	367
2023 Q3	$23K	Buy	538 +11	+2%	+$451	﹤0.01%	347
2023 Q2	$21K	Buy	527 +11	+2%	+$427	﹤0.01%	390
2023 Q1	$20K	Buy	516 +10	+2%	+$392	﹤0.01%	419
2022 Q4	$19K	Buy	+506	New	+$19.9K	﹤0.01%	383
2016 Q4	–	Sell	-50,620	Closed	-$3.21M	–	274
2016 Q3	$3.21M	Buy	+50,620	New	+$3.2M	1.67%	14
2014 Q2	–	Sell	-301	Closed	-$27K	–	246
2014 Q1	$27K	Hold	301	–	–	0.02%	114
2013 Q4	$27K	Hold	301	–	–	0.02%	115
2013 Q3	$26K	Hold	301	–	–	0.02%	120
2013 Q2	$27K	Buy	+301	New	+$26.6K	0.02%	112

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

Financial Management Professionals's AMLP Position: Q2 2026 in Review

Financial Management Professionals increased its Alerian MLP ETF (AMLP) stake by 1.9% in Q2 2026, buying an estimated $472 and bringing the position to 472 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Financial Management Professionals first reported a position in AMLP in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.21M in Q3 2016. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Financial Management Professionals held 472 shares of Alerian MLP ETF worth $24.5K as of Q2 2026.
Financial Management Professionals bought 9 Alerian MLP ETF shares in Q2 2026, an estimated $472.
Alerian MLP ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #401 holding.
Financial Management Professionals first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 20 quarters since.
Financial Management Professionals's Alerian MLP ETF position peaked at $3.21M in Q3 2016.
127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.