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Helen Stephens Group’s Alerian MLP ETF AMLP Stock Holding History

Helen Stephens 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 		$556K Hold
10,729
– – 0.09% 85
2026
Q1 		$565K Buy
+10,729
New +$546K 0.11% 75

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

Helen Stephens Group's AMLP Position: Q2 2026 in Review

Helen Stephens Group held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 10,729 shares worth $556K. The position accounts for 0.09% of the portfolio, ranked #85.

Helen Stephens Group first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $565K in Q1 2026. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Helen Stephens Group held 10,729 shares of Alerian MLP ETF worth $556K as of Q2 2026.
  • Helen Stephens Group left its Alerian MLP ETF share count unchanged in Q2 2026.
  • Alerian MLP ETF made up 0.09% of Helen Stephens Group's portfolio in Q2 2026, its #85 holding.
  • Helen Stephens Group first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • Helen Stephens Group's Alerian MLP ETF position peaked at $565K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.