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 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

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

Retirement Financial Solutions's AMLP Position: Q2 2026 in Review

Retirement Financial Solutions increased its Alerian MLP ETF (AMLP) stake by 1.8% in Q2 2026, buying an estimated $13.3K and bringing the position to 14,342 shares worth $744K. The position accounts for 0.18% of the portfolio, ranked #37.

Retirement Financial Solutions first reported a position in AMLP in Q3 2023 and has held it in 12 quarters since. The position peaked at $745K in Q4 2025. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Retirement Financial Solutions held 14,342 shares of Alerian MLP ETF worth $744K as of Q2 2026.
Retirement Financial Solutions bought 254 Alerian MLP ETF shares in Q2 2026, an estimated $13.3K.
Alerian MLP ETF made up 0.18% of Retirement Financial Solutions's portfolio in Q2 2026, its #37 holding.
Retirement Financial Solutions first reported a position in Alerian MLP ETF in Q3 2023 and has held it in 12 quarters since.
Retirement Financial Solutions's Alerian MLP ETF position peaked at $745K in Q4 2025.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.