Independent Advisor Alliance’s Alerian MLP ETF AMLP Stock Holding History

Independent Advisor Alliance’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	$526K	Sell	10,141 -126,896	-93%	-$6.66M	0.01%	652
2026 Q1	$7.21M	Buy	137,037 +125,186	+1,056%	+$6.38M	0.08%	236
2025 Q4	$557K	Buy	11,851 +14	+0.1%	+$655	0.01%	617
2025 Q3	$556K	Buy	11,837 +101	+0.9%	+$4.88K	0.01%	590
2025 Q2	$573K	Sell	11,736 -229	-2%	-$11.1K	0.02%	546
2025 Q1	$621K	Sell	11,965 -114,990	-91%	-$5.9M	0.02%	475
2024 Q4	$6.11M	Buy	126,955 +109,997	+649%	+$5.29M	0.08%	234
2024 Q3	$799K	Buy	16,958 +4,401	+35%	+$208K	0.03%	367
2024 Q2	$602K	Buy	12,557 +7,557	+151%	+$353K	0.02%	420
2024 Q1	$237K	Buy	+5,000	New	+$225K	0.01%	624
2022 Q4	–	Sell	-5,903	Closed	-$216K	–	431
2022 Q3	$216K	Buy	+5,903	New	+$225K	0.01%	562
2021 Q3	–	Sell	-7,164	Closed	-$261K	–	635
2021 Q2	$261K	Buy	+7,164	New	+$246K	0.01%	534
2020 Q1	–	Sell	-38,008	Closed	-$1.61M	–	437
2019 Q4	$1.61M	Buy	+38,008	New	+$1.6M	0.07%	273
2017 Q2	–	Sell	-79,196	Closed	-$5.03M	–	246
2017 Q1	$5.03M	Buy	+79,196	New	+$5.09M	0.8%	29

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

Independent Advisor Alliance's AMLP Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Alerian MLP ETF (AMLP) stake by 93% in Q2 2026, selling an estimated $6.66M and leaving 10,141 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #652.

Independent Advisor Alliance first reported a position in AMLP in Q1 2017 and has held it in 14 quarters since. The position peaked at $7.21M in Q1 2026. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Independent Advisor Alliance held 10,141 shares of Alerian MLP ETF worth $526K as of Q2 2026.
Independent Advisor Alliance sold 126,896 Alerian MLP ETF shares in Q2 2026, an estimated $6.66M.
Alerian MLP ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #652 holding.
Independent Advisor Alliance first reported a position in Alerian MLP ETF in Q1 2017 and has held it in 14 quarters since.
Independent Advisor Alliance's Alerian MLP ETF position peaked at $7.21M in Q1 2026.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.