HHM Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

HHM Wealth Advisors’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	$121K	Buy	2,329 +20	+0.9%	+$1.05K	0.01%	267
2026 Q1	$122K	Buy	2,309 +29	+1%	+$1.48K	0.01%	248
2025 Q4	$107K	Buy	2,280 +5	+0.2%	+$234	0.01%	262
2025 Q3	$107K	Buy	2,275 +60	+3%	+$2.9K	0.01%	274
2025 Q2	$108K	Hold	2,215	–	–	0.01%	266
2025 Q1	$115K	Sell	2,215 -935	-30%	-$48K	0.02%	250
2024 Q4	$152K	Hold	3,150	–	–	0.02%	215
2024 Q3	$148K	Hold	3,150	–	–	0.02%	210
2024 Q2	$151K	Sell	3,150 -4,677	-60%	-$219K	0.02%	204
2024 Q1	$371K	Hold	7,827	–	–	0.06%	92
2023 Q4	$333K	Hold	7,827	–	–	0.06%	93
2023 Q3	$330K	Hold	7,827	–	–	0.06%	91
2023 Q2	$307K	Hold	7,827	–	–	0.06%	104
2023 Q1	$303K	Sell	7,827 -2,008	-20%	-$78.7K	0.06%	102
2022 Q4	$374K	Buy	9,835 +148	+2%	+$5.82K	0.09%	76
2022 Q3	$354K	Sell	9,687 -1,015	-9%	-$38.6K	0.09%	71
2022 Q2	$369K	Sell	10,702 -1,858	-15%	-$71.3K	0.09%	77
2022 Q1	$481K	Buy	12,560 +9,235	+278%	+$340K	0.11%	73
2021 Q4	$109K	Hold	3,325	–	–	0.03%	209
2021 Q3	$111K	Hold	3,325	–	–	0.03%	192
2021 Q2	$121K	Hold	3,325	–	–	0.03%	187
2021 Q1	$101K	Buy	3,325 +125	+4%	+$3.65K	0.03%	183
2020 Q4	$82K	Hold	3,200	–	–	0.03%	197
2020 Q3	$64K	Buy	3,200 +140	+5%	+$3.24K	0.03%	197
2020 Q2	$76K	Hold	3,060	–	–	0.03%	179
2020 Q1	$53K	Buy	+3,060	New	+$104K	0.03%	198
2019 Q4	–	Sell	-3,280	Closed	-$150K	–	88
2019 Q3	$150K	Hold	3,280	–	–	0.09%	74
2019 Q2	$162K	Hold	3,280	–	–	0.1%	68
2019 Q1	$164K	Sell	3,280 -2,910	-47%	-$143K	0.1%	68
2018 Q4	$270K	Buy	+6,190	New	+$304K	0.2%	43

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

HHM Wealth Advisors's AMLP Position: Q2 2026 in Review

HHM Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 0.87% in Q2 2026, buying an estimated $1.05K and bringing the position to 2,329 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #267.

HHM Wealth Advisors first reported a position in AMLP in Q4 2018 and has held it in 30 quarters since. The position peaked at $481K in Q1 2022. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

HHM Wealth Advisors held 2,329 shares of Alerian MLP ETF worth $121K as of Q2 2026.
HHM Wealth Advisors bought 20 Alerian MLP ETF shares in Q2 2026, an estimated $1.05K.
Alerian MLP ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #267 holding.
HHM Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 30 quarters since.
HHM Wealth Advisors's Alerian MLP ETF position peaked at $481K in Q1 2022.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.