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

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

RDA Financial Network's AMLP Position: Q2 2026 in Review

RDA Financial Network held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 7,107 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #198.

RDA Financial Network first reported a position in AMLP in Q1 2019 and has held it in 17 quarters since. The position peaked at $374K in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

RDA Financial Network held 7,107 shares of Alerian MLP ETF worth $368K as of Q2 2026.
RDA Financial Network left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.08% of RDA Financial Network's portfolio in Q2 2026, its #198 holding.
RDA Financial Network first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 17 quarters since.
RDA Financial Network's Alerian MLP ETF position peaked at $374K in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.