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

Mosaic 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	$246K	Buy	4,735 +88	+2%	+$4.62K	0.16%	118
2026 Q1	$245K	Buy	4,647 +90	+2%	+$4.58K	0.17%	109
2025 Q4	$214K	Buy	4,557 +95	+2%	+$4.45K	0.15%	120
2025 Q3	$209K	Buy	+4,462	New	+$216K	0.15%	115

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

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

Mosaic Financial Group increased its Alerian MLP ETF (AMLP) stake by 1.9% in Q2 2026, buying an estimated $4.62K and bringing the position to 4,735 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #118.

Mosaic Financial Group first reported a position in AMLP in Q3 2025 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Mosaic Financial Group held 4,735 shares of Alerian MLP ETF worth $246K as of Q2 2026.
Mosaic Financial Group bought 88 Alerian MLP ETF shares in Q2 2026, an estimated $4.62K.
Alerian MLP ETF made up 0.16% of Mosaic Financial Group's portfolio in Q2 2026, its #118 holding.
Mosaic Financial Group first reported a position in Alerian MLP ETF in Q3 2025 and has held it in 4 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.