HBK Sorce Advisory’s Alerian MLP ETF AMLP Stock Holding History

HBK Sorce 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	$217K	Buy	+3,990	New	+$209K	﹤0.01%	605
2020 Q2	–	Sell	-3,882	Closed	-$67K	–	438
2020 Q1	$67K	Buy	3,882 +1,536	+65%	+$52K	0.01%	386
2019 Q4	$100K	Hold	2,346	–	–	0.01%	428
2019 Q3	$107K	Buy	2,346 +186	+9%	+$8.8K	0.01%	398
2019 Q2	$106K	Hold	2,160	–	–	0.01%	401
2019 Q1	$108K	Buy	+2,160	New	+$106K	0.01%	421
2018 Q4	–	Sell	-2,421	Closed	-$129K	–	384
2018 Q3	$129K	Buy	2,421 +107	+5%	+$5.77K	0.01%	389
2018 Q2	$117K	Sell	2,314 -99	-4%	-$5.02K	0.01%	376
2018 Q1	$113K	Sell	2,413 -1,230	-34%	-$65.8K	0.01%	366
2017 Q4	$197K	Buy	3,643 +340	+10%	+$18.2K	0.02%	373
2017 Q3	$185K	Sell	3,303 -139	-4%	-$7.95K	0.03%	308
2017 Q2	$206K	Hold	3,442	–	–	0.03%	288
2017 Q1	$219K	Hold	3,442	–	–	0.04%	277
2016 Q4	$217K	Buy	3,442 +141	+4%	+$8.71K	0.04%	274
2016 Q3	$209K	Hold	3,301	–	–	0.04%	264
2016 Q2	$210K	Sell	3,301 -240	-7%	-$14.5K	0.04%	250
2016 Q1	$193K	Buy	+3,541	New	+$180K	0.05%	233
2015 Q4	–	Sell	-5,233	Closed	-$327K	–	221
2015 Q3	$327K	Sell	5,233 -4,371	-46%	-$318K	0.11%	128
2015 Q2	$747K	Buy	9,604 +1,399	+17%	+$116K	0.25%	61
2015 Q1	$680K	Sell	8,205 -1,103	-12%	-$93.2K	0.23%	67
2014 Q4	$815K	Buy	9,308 +684	+8%	+$62K	0.28%	59
2014 Q3	$827K	Buy	8,624 +3,064	+55%	+$290K	0.3%	53
2014 Q2	$503K	Buy	5,560 +2,832	+104%	+$258K	0.17%	83
2014 Q1	$241K	Buy	2,728 +114	+4%	+$10K	0.09%	152
2013 Q4	$233K	Buy	+2,614	New	+$229K	0.08%	152

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

HBK Sorce Advisory's AMLP Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 3,990 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in AMLP as recently as Q1 2020.

HBK Sorce Advisory first reported a position in AMLP in Q4 2013 and has held it in 25 quarters since. The position peaked at $827K in Q3 2014. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

HBK Sorce Advisory held 3,990 shares of Alerian MLP ETF worth $217K as of Q2 2026.
Alerian MLP ETF was a new HBK Sorce Advisory position in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #605 holding.
HBK Sorce Advisory first reported a position in Alerian MLP ETF in Q4 2013 and has held it in 25 quarters since.
HBK Sorce Advisory's Alerian MLP ETF position peaked at $827K in Q3 2014.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.