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Independent Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Independent Financial 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 		$3.59M Sell
69,202
-1,427
-2% -$74.9K 0.07% 298
2026
Q1 		$3.72M Buy
70,629
+2,223
+3% +$113K 0.08% 235
2025
Q4 		$3.22M Sell
68,406
-4,888
-7% -$229K 0.07% 266
2025
Q3 		$3.44M Sell
73,294
-7,753
-10% -$375K 0.08% 228
2025
Q2 		$3.96M Sell
81,047
-17,419
-18% -$845K 0.11% 175
2025
Q1 		$5.11M Sell
98,466
-2,279
-2% -$117K 0.18% 112
2024
Q4 		$4.85M Buy
100,745
+2,111
+2% +$101K 0.16% 119
2024
Q3 		$4.65M Sell
98,634
-13,399
-12% -$634K 0.17% 112
2024
Q2 		$5.38M Sell
112,033
-9,368
-8% -$438K 0.22% 90
2024
Q1 		$5.76M Sell
121,401
-2,202
-2% -$98.9K 0.26% 79
2023
Q4 		$5.26M Buy
123,603
+8,999
+8% +$382K 0.28% 74
2023
Q3 		$4.84M Buy
114,604
+3,271
+3% +$134K 0.31% 59
2023
Q2 		$4.37M Sell
111,333
-332
-0.3% -$12.9K 0.3% 61
2023
Q1 		$4.32M Sell
111,665
-435
-0.4% -$17.1K 0.35% 57
2022
Q4 		$4.27M Sell
112,100
-10,512
-9% -$413K 0.37% 45
2022
Q3 		$4.48M Buy
122,612
+30,841
+34% +$1.17M 0.41% 41
2022
Q2 		$3.16M Buy
91,771
+26,301
+40% +$1.01M 0.34% 61
2022
Q1 		$2.51M Sell
65,470
-5,132
-7% -$189K 0.2% 100
2021
Q4 		$2.31M Sell
70,602
-7,254
-9% -$246K 0.19% 114
2021
Q3 		$2.59M Buy
77,856
+4,217
+6% +$141K 0.27% 84
2021
Q2 		$2.68M Buy
73,639
+16,031
+28% +$550K 0.28% 80
2021
Q1 		$1.76M Buy
57,608
+6,215
+12% +$182K 0.23% 111
2020
Q4 		$1.32M Buy
51,393
+15,341
+43% +$369K 0.19% 132
2020
Q3 		$720K Buy
36,052
+2,100
+6% +$48.6K 0.14% 173
2020
Q2 		$838K Buy
33,952
+9,379
+38% +$230K 0.18% 141
2020
Q1 		$423K Buy
+24,573
New +$832K 0.12% 198

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Independent Financial Group's AMLP Position: Q2 2026 in Review

Independent Financial Group reduced its Alerian MLP ETF (AMLP) stake by 2% in Q2 2026, selling an estimated $74.9K and leaving 69,202 shares worth $3.59M. The position accounts for 0.07% of the portfolio, ranked #298.

Independent Financial Group first reported a position in AMLP in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.76M in Q1 2024. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Independent Financial Group held 69,202 shares of Alerian MLP ETF worth $3.59M as of Q2 2026.
  • Independent Financial Group sold 1,427 Alerian MLP ETF shares in Q2 2026, an estimated $74.9K.
  • Alerian MLP ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #298 holding.
  • Independent Financial Group first reported a position in Alerian MLP ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Alerian MLP ETF position peaked at $5.76M in Q1 2024.
  • 807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.