RDA Financial Network’s Alerian MLP ETF AMLP Stock Holding History

RDA Financial Network’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	$368K	Hold	7,107	–	–	0.08%	198
2026 Q1	$374K	Hold	7,107	–	–	0.09%	189
2025 Q4	$334K	Hold	7,107	–	–	0.08%	194
2025 Q3	$334K	Buy	7,107 +195	+3%	+$9.43K	0.08%	197
2025 Q2	$338K	Buy	6,912 +1,100	+19%	+$53.3K	0.09%	189
2025 Q1	$302K	Buy	5,812 +500	+9%	+$25.7K	0.09%	189
2024 Q4	$256K	Hold	5,312	–	–	0.07%	209
2024 Q3	$250K	Sell	5,312 -365	-6%	-$17.3K	0.08%	204
2024 Q2	$272K	Buy	5,677 +250	+5%	+$11.7K	0.09%	189
2024 Q1	$258K	Hold	5,427	–	–	0.09%	199
2023 Q4	$231K	Buy	5,427 +606	+13%	+$25.7K	0.09%	203
2023 Q3	$203K	Buy	+4,821	New	+$198K	0.09%	208
2020 Q2	–	Sell	-3,516	Closed	-$60K	–	219
2020 Q1	$60K	Hold	3,516	–	–	0.04%	185
2019 Q4	$144K	Buy	3,516 +181	+5%	+$7.6K	0.06%	242
2019 Q3	$129K	Hold	3,335	–	–	0.06%	238
2019 Q2	$167K	Sell	3,335 -381	-10%	-$18.8K	0.08%	215
2019 Q1	$188K	Buy	+3,716	New	+$182K	0.09%	208

Other funds holding AMLP

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return