Raffa Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Raffa Wealth Management’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	$20.4K	Sell	393 -9	-2%	-$472	﹤0.01%	286
2026 Q1	$21.2K	Buy	+402	New	+$20.5K	﹤0.01%	260
2018 Q2	–	Sell	-2,780	Closed	-$130K	–	727
2018 Q1	$130K	Hold	2,780	–	–	0.05%	85
2017 Q4	$150K	Hold	2,780	–	–	0.06%	90
2017 Q3	$156K	Hold	2,780	–	–	0.06%	92
2017 Q2	$166K	Hold	2,780	–	–	0.07%	83
2017 Q1	$177K	Hold	2,780	–	–	0.09%	57
2016 Q4	$175K	Hold	2,780	–	–	0.09%	57
2016 Q3	$176K	Hold	2,780	–	–	0.1%	56
2016 Q2	$177K	Hold	2,780	–	–	0.1%	55
2016 Q1	$152K	Buy	+2,780	New	+$141K	0.09%	58

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Raffa Wealth Management's AMLP Position: Q2 2026 in Review

Raffa Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 2.2% in Q2 2026, selling an estimated $472 and leaving 393 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Raffa Wealth Management first reported a position in AMLP in Q1 2016 and has held it in 11 quarters since. The position peaked at $177K in Q2 2016. 780 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Raffa Wealth Management held 393 shares of Alerian MLP ETF worth $20.4K as of Q2 2026.
Raffa Wealth Management sold 9 Alerian MLP ETF shares in Q2 2026, an estimated $472.
Alerian MLP ETF made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #286 holding.
Raffa Wealth Management first reported a position in Alerian MLP ETF in Q1 2016 and has held it in 11 quarters since.
Raffa Wealth Management's Alerian MLP ETF position peaked at $177K in Q2 2016.
780 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.