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Prota Financial’s Alerian MLP ETF AMLP Stock Holding History

Prota Financial’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 		$5.25M Buy
101,799
+3,118
+3% +$164K 3.46% 15
2026
Q1 		$5.19M Buy
+98,681
New +$5.03M 3.76% 12

Other funds holding AMLP

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Prota Financial's AMLP Position: Q2 2026 in Review

Prota Financial increased its Alerian MLP ETF (AMLP) stake by 3.2% in Q2 2026, buying an estimated $164K and bringing the position to 101,799 shares worth $5.25M. The position accounts for 3.46% of the portfolio, ranked #15.

Prota Financial first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Prota Financial held 101,799 shares of Alerian MLP ETF worth $5.25M as of Q2 2026.
  • Prota Financial bought 3,118 Alerian MLP ETF shares in Q2 2026, an estimated $164K.
  • Alerian MLP ETF made up 3.46% of Prota Financial's portfolio in Q2 2026, its #15 holding.
  • Prota Financial first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.