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Kozak & Associates’s Alerian MLP ETF AMLP Stock Holding History

Kozak & Associates’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 		$981 Buy
+19
New +$997 ﹤0.01% 382

Other funds holding AMLP

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 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
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Kozak & Associates's AMLP Position: Q2 2026 in Review

Kozak & Associates opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 19 shares worth $981. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings.

116 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Kozak & Associates held 19 shares of Alerian MLP ETF worth $981 as of Q2 2026.
  • Alerian MLP ETF was a new Kozak & Associates position in Q2 2026.
  • Alerian MLP ETF made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #382 holding.
  • 116 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.