Retirement Financial Solutions
AMLP icon

Retirement Financial Solutions’s Alerian MLP ETF AMLP Stock Holding History

Retirement Financial Solutions’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
Q3 		$789K Buy
15,210
+868
+6% +$47.3K 0.19% 40
2026
Q2 		$744K Buy
14,342
+254
+2% +$13.3K 0.18% 37
2026
Q1 		$742K Sell
14,088
-1,754
-11% -$89.3K 0.21% 36
2025
Q4 		$745K Buy
15,842
+3,623
+30% +$170K 0.22% 35
2025
Q3 		$573K Buy
12,219
+118
+1% +$5.71K 0.18% 37
2025
Q2 		$591K Sell
12,101
-1,013
-8% -$49.1K 0.21% 31
2025
Q1 		$681K Buy
13,114
+3,186
+32% +$164K 0.27% 30
2024
Q4 		$478K Sell
9,928
-5,773
-37% -$277K 0.26% 27
2024
Q3 		$740K Buy
15,701
+192
+1% +$9.08K 0.32% 25
2024
Q2 		$744K Buy
15,509
+2,303
+17% +$108K 0.35% 25
2024
Q1 		$627K Sell
13,206
-2,602
-16% -$117K 0.32% 26
2023
Q4 		$672K Buy
15,808
+4,553
+40% +$193K 0.38% 26
2023
Q3 		$475K Buy
+11,255
New +$462K 0.32% 26

Other funds holding AMLP

AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Retirement Financial Solutions's AMLP Position: Q3 2026 in Review

Retirement Financial Solutions increased its Alerian MLP ETF (AMLP) stake by 6.1% in Q3 2026, buying an estimated $47.3K and bringing the position to 15,210 shares worth $789K. The position accounts for 0.19% of the portfolio, ranked #40.

Retirement Financial Solutions first reported a position in AMLP in Q3 2023 and has held it in 13 quarters since. 501 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Retirement Financial Solutions held 15,210 shares of Alerian MLP ETF worth $789K as of Q3 2026.
  • Retirement Financial Solutions bought 868 Alerian MLP ETF shares in Q3 2026, an estimated $47.3K.
  • Alerian MLP ETF made up 0.19% of Retirement Financial Solutions's portfolio in Q3 2026, its #40 holding.
  • Retirement Financial Solutions first reported a position in Alerian MLP ETF in Q3 2023 and has held it in 13 quarters since.
  • 501 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Retirement Financial Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.