Novak & Powell Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Novak & Powell Financial Services’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	$828K	Buy	15,973 +169	+1%	+$8.87K	0.39%	54
2026 Q1	$832K	Buy	15,804 +172	+1%	+$8.76K	0.45%	50
2025 Q4	$735K	Buy	15,632 +846	+6%	+$39.6K	0.38%	56
2025 Q3	$694K	Buy	14,786 +1,504	+11%	+$72.7K	0.36%	58
2025 Q2	$649K	Buy	13,282 +193	+1%	+$9.36K	0.45%	52
2025 Q1	$680K	Buy	13,089 +674	+5%	+$34.6K	0.42%	54
2024 Q4	$598K	Buy	12,415 +656	+6%	+$31.5K	0.36%	65
2024 Q3	$554K	Buy	11,759 +215	+2%	+$10.2K	0.32%	72
2024 Q2	$554K	Buy	11,544 +205	+2%	+$9.58K	0.34%	70
2024 Q1	$538K	Buy	11,339 +198	+2%	+$8.89K	0.4%	63
2023 Q4	$474K	Buy	+11,141	New	+$472K	0.32%	78

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

Novak & Powell Financial Services's AMLP Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Alerian MLP ETF (AMLP) stake by 1.1% in Q2 2026, buying an estimated $8.87K and bringing the position to 15,973 shares worth $828K. The position accounts for 0.39% of the portfolio, ranked #54.

Novak & Powell Financial Services first reported a position in AMLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $832K in Q1 2026. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Novak & Powell Financial Services held 15,973 shares of Alerian MLP ETF worth $828K as of Q2 2026.
Novak & Powell Financial Services bought 169 Alerian MLP ETF shares in Q2 2026, an estimated $8.87K.
Alerian MLP ETF made up 0.39% of Novak & Powell Financial Services's portfolio in Q2 2026, its #54 holding.
Novak & Powell Financial Services first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Alerian MLP ETF position peaked at $832K in Q1 2026.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.