GoalVest Advisory’s Alerian MLP ETF AMLP Stock Holding History

GoalVest Advisory’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	$1.37M	Buy	26,401 +149	+0.6%	+$7.82K	0.25%	51
2026 Q1	$1.38M	Sell	26,252 -2,902	-10%	-$148K	0.27%	63
2025 Q4	$1.37M	Sell	29,154 -3,690	-11%	-$173K	0.26%	64
2025 Q3	$1.54M	Buy	32,844 +2,712	+9%	+$131K	0.33%	57
2025 Q2	$1.47M	Buy	30,132 +509	+2%	+$24.7K	0.36%	49
2025 Q1	$1.54M	Buy	29,623 +4,909	+20%	+$252K	0.42%	45
2024 Q4	$1.19M	Buy	24,714 +271	+1%	+$13K	0.33%	56
2024 Q3	$1.15M	Buy	24,443 +1,907	+8%	+$90.2K	0.33%	56
2024 Q2	$1.08M	Buy	+22,536	New	+$1.05M	0.35%	53

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

GoalVest Advisory's AMLP Position: Q2 2026 in Review

GoalVest Advisory increased its Alerian MLP ETF (AMLP) stake by 0.57% in Q2 2026, buying an estimated $7.82K and bringing the position to 26,401 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #51.

GoalVest Advisory first reported a position in AMLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q3 2025. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

GoalVest Advisory held 26,401 shares of Alerian MLP ETF worth $1.37M as of Q2 2026.
GoalVest Advisory bought 149 Alerian MLP ETF shares in Q2 2026, an estimated $7.82K.
Alerian MLP ETF made up 0.25% of GoalVest Advisory's portfolio in Q2 2026, its #51 holding.
GoalVest Advisory first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 9 quarters since.
GoalVest Advisory's Alerian MLP ETF position peaked at $1.54M in Q3 2025.
127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.