Merit Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Merit Financial Group’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	$437K	Buy	8,420 +2,646	+46%	+$139K	﹤0.01%	1574
2026 Q1	$304K	Buy	5,774 +267	+5%	+$13.6K	﹤0.01%	1646
2025 Q4	$259K	Sell	5,507 -2,357	-30%	-$110K	﹤0.01%	1649
2025 Q3	$369K	Sell	7,864 -6,015	-43%	-$291K	﹤0.01%	1330
2025 Q2	$678K	Buy	13,879 +1,588	+13%	+$77K	0.01%	961
2025 Q1	$638K	Buy	+12,291	New	+$631K	0.01%	829

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

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 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

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Merit Financial Group's AMLP Position: Q2 2026 in Review

Merit Financial Group increased its Alerian MLP ETF (AMLP) stake by 46% in Q2 2026, buying an estimated $139K and bringing the position to 8,420 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Merit Financial Group first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $678K in Q2 2025. 194 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Merit Financial Group held 8,420 shares of Alerian MLP ETF worth $437K as of Q2 2026.
Merit Financial Group bought 2,646 Alerian MLP ETF shares in Q2 2026, an estimated $139K.
Alerian MLP ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1574 holding.
Merit Financial Group first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's Alerian MLP ETF position peaked at $678K in Q2 2025.
194 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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