Mayflower Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Mayflower Financial 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	$4.58M	Sell	88,273 -163	-0.2%	-$8.56K	0.4%	70
2026 Q1	$4.66M	Buy	88,436 +5,543	+7%	+$282K	0.57%	46
2025 Q4	$3.9M	Sell	82,893 -973	-1%	-$45.5K	0.47%	56
2025 Q3	$3.94M	Sell	83,866 -903	-1%	-$43.7K	0.49%	53
2025 Q2	$4.14M	Buy	84,769 +10,111	+14%	+$490K	0.58%	46
2025 Q1	$3.88M	Buy	74,658 +3,937	+6%	+$202K	0.59%	42
2024 Q4	$3.41M	Buy	70,721 +12,175	+21%	+$585K	0.51%	50
2024 Q3	$2.76M	Buy	58,546 +124	+0.2%	+$5.87K	0.42%	60
2024 Q2	$2.8M	Buy	58,422 +2,194	+4%	+$103K	0.46%	55
2024 Q1	$2.67M	Buy	56,228 +7,299	+15%	+$328K	0.45%	59
2023 Q4	$2.08M	Buy	48,929 +7,200	+17%	+$305K	0.29%	74
2023 Q3	$1.76M	Buy	41,729 +12,415	+42%	+$509K	0.26%	79
2023 Q2	$1.15M	Buy	29,314 +3,035	+12%	+$118K	0.15%	122
2023 Q1	$1.02M	Buy	26,279 +6,550	+33%	+$257K	0.13%	130
2022 Q4	$751K	Buy	19,729 +1,200	+6%	+$47.2K	0.1%	147
2022 Q3	$677K	Buy	18,529 +1,538	+9%	+$58.5K	0.11%	144
2022 Q2	$585K	Buy	16,991 +37	+0.2%	+$1.42K	0.09%	167
2022 Q1	$649K	Buy	16,954 +37	+0.2%	+$1.36K	0.09%	167
2021 Q4	$554K	Buy	16,917 +141	+0.8%	+$4.78K	0.07%	183
2021 Q3	$616K	Sell	16,776 -161	-1%	-$5.38K	0.08%	163
2021 Q2	$617K	Buy	16,937 +35	+0.2%	+$1.2K	0.08%	148
2021 Q1	$516K	Buy	16,902 +3,167	+23%	+$92.5K	0.08%	158
2020 Q4	$352K	Buy	+13,735	New	+$330K	0.06%	178

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mayflower Financial Advisors's AMLP Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Alerian MLP ETF (AMLP) stake by 0.18% in Q2 2026, selling an estimated $8.56K and leaving 88,273 shares worth $4.58M. The position accounts for 0.4% of the portfolio, ranked #70.

Mayflower Financial Advisors first reported a position in AMLP in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.66M in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Mayflower Financial Advisors held 88,273 shares of Alerian MLP ETF worth $4.58M as of Q2 2026.
Mayflower Financial Advisors sold 163 Alerian MLP ETF shares in Q2 2026, an estimated $8.56K.
Alerian MLP ETF made up 0.4% of Mayflower Financial Advisors's portfolio in Q2 2026, its #70 holding.
Mayflower Financial Advisors first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 23 quarters since.
Mayflower Financial Advisors's Alerian MLP ETF position peaked at $4.66M in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.