LifeSteps Financial
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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
Q3 		– Sell
-210
Closed -$10.9K – 139
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

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Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LifeSteps Financial's AMLP Position: Q3 2026 in Review

LifeSteps Financial sold out of Alerian MLP ETF (AMLP) in Q3 2026, closing a stake of 210 shares — an estimated $10.9K sold.

LifeSteps Financial first reported a position in AMLP in Q4 2019 and held it in 4 quarters. The position peaked at $207K in Q4 2019. 716 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • LifeSteps Financial reported no remaining Alerian MLP ETF position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 210 Alerian MLP ETF shares in Q3 2026, an estimated $10.9K.
  • LifeSteps Financial first reported a position in Alerian MLP ETF in Q4 2019 and held it in 4 quarters.
  • LifeSteps Financial's Alerian MLP ETF position peaked at $207K in Q4 2019.
  • 716 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.