LifeSteps Financial’s Alerian MLP ETF AMLP Stock Holding History

LifeSteps Financial’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	$10.9K	Buy	+210	New	+$11K	0.01%	397
2024 Q2	–	Sell	-241	Closed	-$11.4K	–	99
2024 Q1	$11.4K	Buy	+241	New	+$10.8K	0.01%	285
2020 Q2	–	Sell	-4,006	Closed	-$69K	–	73
2020 Q1	$69K	Sell	4,006 -858	-18%	-$29.1K	0.08%	76
2019 Q4	$207K	Buy	+4,864	New	+$204K	0.2%	92

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 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

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

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

LifeSteps Financial's AMLP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 210 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in AMLP as recently as Q1 2024.

LifeSteps Financial first reported a position in AMLP in Q4 2019 and has held it in 4 quarters since. The position peaked at $207K in Q4 2019. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

LifeSteps Financial held 210 shares of Alerian MLP ETF worth $10.9K as of Q2 2026.
Alerian MLP ETF was a new LifeSteps Financial position in Q2 2026.
Alerian MLP ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #397 holding.
LifeSteps Financial first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 4 quarters since.
LifeSteps Financial's Alerian MLP ETF position peaked at $207K in Q4 2019.
127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.