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Legacy Financial Independent Advisors’s Alerian MLP ETF AMLP Stock Holding History

Legacy Financial Independent Advisors’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 		$12.8M Buy
246,815
+4,388
+2% +$230K 6.02% 1
2026
Q1 		$12.8M Buy
+242,427
New +$12.3M 6.64% 1

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

Legacy Financial Independent Advisors's AMLP Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Alerian MLP ETF (AMLP) stake by 1.8% in Q2 2026, buying an estimated $230K and bringing the position to 246,815 shares worth $12.8M. The position accounts for 6.02% of the portfolio, ranked #1.

Legacy Financial Independent Advisors first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. 806 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Legacy Financial Independent Advisors held 246,815 shares of Alerian MLP ETF worth $12.8M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 4,388 Alerian MLP ETF shares in Q2 2026, an estimated $230K.
  • Alerian MLP ETF made up 6.02% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #1 holding.
  • Legacy Financial Independent Advisors first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • 806 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.