Mills Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Mills Wealth 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	$3.41M	Sell	65,810 -3,523	-5%	-$185K	1.07%	19
2026 Q1	$3.65M	Buy	69,333 +14,179	+26%	+$722K	1.27%	18
2025 Q4	$2.59M	Sell	55,154 -13,234	-19%	-$620K	1.02%	21
2025 Q3	$3.21M	Buy	68,388 +3,642	+6%	+$176K	1.31%	19
2025 Q2	$3.16M	Sell	64,746 -22,364	-26%	-$1.08M	1.45%	19
2025 Q1	$4.52M	Buy	87,110 +8,157	+10%	+$419K	2.4%	12
2024 Q4	$3.8M	Buy	78,953 +5,549	+8%	+$267K	2.16%	12
2024 Q3	$3.46M	Buy	73,404 +9,673	+15%	+$458K	2.38%	12
2024 Q2	$3.06M	Buy	63,731 +5,536	+10%	+$259K	2.19%	13
2024 Q1	$2.76M	Buy	58,195 +1,543	+3%	+$69.3K	2.03%	12
2023 Q4	$2.41M	Buy	56,652 +2,759	+5%	+$117K	1.84%	12
2023 Q3	$2.27M	Buy	53,893 +522	+1%	+$21.4K	1.82%	14
2023 Q2	$2.09M	Buy	53,371 +227	+0.4%	+$8.8K	1.59%	13
2023 Q1	$2.05M	Buy	53,144 +951	+2%	+$37.3K	1.65%	13
2022 Q4	$1.99M	Buy	+52,193	New	+$2.05M	1.8%	12

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

Mills Wealth Advisors's AMLP Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 5.1% in Q2 2026, selling an estimated $185K and leaving 65,810 shares worth $3.41M. The position accounts for 1.07% of the portfolio, ranked #19.

Mills Wealth Advisors first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.52M in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Mills Wealth Advisors held 65,810 shares of Alerian MLP ETF worth $3.41M as of Q2 2026.
Mills Wealth Advisors sold 3,523 Alerian MLP ETF shares in Q2 2026, an estimated $185K.
Alerian MLP ETF made up 1.07% of Mills Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Mills Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
Mills Wealth Advisors's Alerian MLP ETF position peaked at $4.52M in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.