HIW
AMLP icon

Holos Integrated Wealth’s Alerian MLP ETF AMLP Stock Holding History

Holos Integrated Wealth’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 		$166K Hold
3,145
– – 0.08% 94
2026
Q1 		$166K Buy
+3,145
New +$160K 0.08% 95

Other funds holding AMLP

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
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
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

Holos Integrated Wealth's AMLP Position: Q2 2026 in Review

Holos Integrated Wealth held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 3,145 shares worth $166K. The position accounts for 0.08% of the portfolio, ranked #94.

Holos Integrated Wealth first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Holos Integrated Wealth held 3,145 shares of Alerian MLP ETF worth $166K as of Q2 2026.
  • Holos Integrated Wealth left its Alerian MLP ETF share count unchanged in Q2 2026.
  • Alerian MLP ETF made up 0.08% of Holos Integrated Wealth's portfolio in Q2 2026, its #94 holding.
  • Holos Integrated Wealth first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.