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SACKS & ASSOCIATES, LLC’s Alerian MLP ETF AMLP Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$4.65M Buy
84,244
+1,158
+1% +$60.8K 3.13% 10
2026
Q1 		$4.37M Sell
83,086
-265
-0.3% -$13.5K 3.25% 8
2025
Q4 		$3.92M Buy
+83,351
New +$3.9M 2.88% 11

Other funds holding AMLP

AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's AMLP Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its Alerian MLP ETF (AMLP) stake by 1.4% in Q2 2026, buying an estimated $60.8K and bringing the position to 84,244 shares worth $4.65M. The position accounts for 3.13% of the portfolio, ranked #10.

SACKS & ASSOCIATES, LLC first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 84,244 shares of Alerian MLP ETF worth $4.65M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 1,158 Alerian MLP ETF shares in Q2 2026, an estimated $60.8K.
  • Alerian MLP ETF made up 3.13% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #10 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.