Lake Hills Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Lake Hills Wealth Management’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	–	Sell	-127,734	Closed	-$6.72M	–	65
2026 Q1	$6.72M	Buy	127,734 +19,537	+18%	+$995K	3.76%	11
2025 Q4	$5.09M	Buy	108,197 +7,164	+7%	+$335K	2.65%	15
2025 Q3	$4.74M	Buy	101,033 +1,636	+2%	+$79.1K	2.53%	11
2025 Q2	$4.86M	Sell	99,397 -36,857	-27%	-$1.79M	2.78%	14
2025 Q1	$7.08M	Sell	136,254 -24,628	-15%	-$1.26M	4.89%	7
2024 Q4	$7.75M	Buy	160,882 +7,341	+5%	+$353K	5.29%	2
2024 Q3	$7.24M	Sell	153,541 -5,952	-4%	-$282K	4.84%	5
2024 Q2	$7.65M	Sell	159,493 -83	-0.1%	-$3.88K	5.49%	3
2024 Q1	$7.57M	Sell	159,576 -13,741	-8%	-$617K	6.81%	3
2023 Q4	$7.37M	Buy	173,317 +147,680	+576%	+$6.26M	7.37%	3
2023 Q3	$1.08M	Buy	+25,637	New	+$1.05M	1.09%	20
2022 Q1	–	Sell	-153,513	Closed	-$5.03M	–	40
2021 Q4	$5.03M	Buy	+153,513	New	+$5.2M	3.55%	8

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Lake Hills Wealth Management's AMLP Position: Q2 2026 in Review

Lake Hills Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 127,734 shares — an estimated $6.72M sold.

Lake Hills Wealth Management first reported a position in AMLP in Q4 2021 and held it in 12 quarters. The position peaked at $7.75M in Q4 2024. 361 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Lake Hills Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Lake Hills Wealth Management sold 127,734 Alerian MLP ETF shares in Q2 2026, an estimated $6.72M.
Lake Hills Wealth Management first reported a position in Alerian MLP ETF in Q4 2021 and held it in 12 quarters.
Lake Hills Wealth Management's Alerian MLP ETF position peaked at $7.75M in Q4 2024.
361 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.