Patriot Financial Group Insurance Agency’s Alerian MLP ETF AMLP Stock Holding History

Patriot Financial Group Insurance Agency’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	$578K	Sell	11,150 -11,150	-50%	-$585K	0.06%	289
2026 Q1	$1.17M	Buy	22,300 +11,150	+100%	+$568K	0.07%	283
2025 Q4	$524K	Sell	11,150 -41	-0.4%	-$1.92K	0.06%	283
2025 Q3	$525K	Buy	11,191 +41	+0.4%	+$1.98K	0.07%	273
2025 Q2	$545K	Hold	11,150	–	–	0.06%	296
2025 Q1	$579K	Sell	11,150 -650	-6%	-$33.4K	0.08%	269
2024 Q4	$568K	Sell	11,800 -3,269	-22%	-$157K	0.08%	266
2024 Q3	$710K	Buy	15,069 +10,715	+246%	+$507K	0.1%	235
2024 Q2	$209K	Buy	+4,354	New	+$203K	0.03%	442
2022 Q3	–	Sell	-640	Closed	-$22K	–	467
2022 Q2	$22K	Hold	640	–	–	﹤0.01%	965
2022 Q1	$25K	Hold	640	–	–	﹤0.01%	998
2021 Q4	$21K	Sell	640 -74	-10%	-$2.51K	﹤0.01%	1196
2021 Q3	$24K	Buy	714 +74	+12%	+$2.47K	﹤0.01%	1128
2021 Q2	$23K	Hold	640	–	–	﹤0.01%	1112
2021 Q1	$20K	Sell	640 -170	-21%	-$4.96K	﹤0.01%	1077
2020 Q4	$21K	Hold	810	–	–	0.01%	948
2020 Q3	$16K	Hold	810	–	–	0.01%	874
2020 Q2	$20K	Hold	810	–	–	0.01%	740
2020 Q1	$14K	Sell	810 -557	-41%	-$18.9K	0.01%	747
2019 Q4	$58K	Sell	1,367 -197	-13%	-$8.27K	0.02%	447
2019 Q3	$71K	Sell	1,564 -249	-14%	-$11.8K	0.03%	372
2019 Q2	$90K	Sell	1,813 -44	-2%	-$2.18K	0.04%	331
2019 Q1	$93K	Buy	1,857 +144	+8%	+$7.06K	0.05%	281
2018 Q4	$75K	Buy	1,713 +64	+4%	+$3.14K	0.05%	257
2018 Q3	$88K	Buy	1,649 +1,355	+461%	+$73.1K	0.05%	215
2018 Q2	$15K	Sell	294 -77	-21%	-$3.9K	0.02%	331
2018 Q1	$17K	Sell	371 -462	-55%	-$24.7K	0.01%	499
2017 Q4	$48K	Sell	833 -131	-14%	-$7.01K	0.04%	306
2017 Q3	$55K	Buy	964 +6	+0.6%	+$343	0.05%	242
2017 Q2	$57K	Sell	958 -127	-12%	-$7.74K	0.06%	222
2017 Q1	$69K	Sell	1,085 -155	-13%	-$9.96K	0.07%	188
2016 Q4	$79K	Buy	+1,240	New	+$76.6K	0.11%	165

Other funds holding AMLP

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SPC

Spirepoint Private Client Vero Beach, Florida $1.23B AUM 30.73% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AMLP Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Alerian MLP ETF (AMLP) stake by 50% in Q2 2026, selling an estimated $585K and leaving 11,150 shares worth $578K. The position accounts for 0.06% of the portfolio, ranked #289.

Patriot Financial Group Insurance Agency first reported a position in AMLP in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.17M in Q1 2026. 444 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Patriot Financial Group Insurance Agency held 11,150 shares of Alerian MLP ETF worth $578K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 11,150 Alerian MLP ETF shares in Q2 2026, an estimated $585K.
Alerian MLP ETF made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #289 holding.
Patriot Financial Group Insurance Agency first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 32 quarters since.
Patriot Financial Group Insurance Agency's Alerian MLP ETF position peaked at $1.17M in Q1 2026.
444 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.