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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Retirement Financial Solutions's AMLP Position: Q1 2026 in Review

Retirement Financial Solutions reduced its Alerian MLP ETF (AMLP) stake by 11% in Q1 2026, selling an estimated $89.3K and leaving 14,088 shares worth $742K. The position accounts for 0.21% of the portfolio, ranked #36.

Retirement Financial Solutions first reported a position in AMLP in Q3 2023 and has held it in 11 quarters since. The position peaked at $745K in Q4 2025. 810 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Retirement Financial Solutions held 14,088 shares of Alerian MLP ETF worth $742K as of Q1 2026.
Retirement Financial Solutions sold 1,754 Alerian MLP ETF shares in Q1 2026, an estimated $89.3K.
Alerian MLP ETF made up 0.21% of Retirement Financial Solutions's portfolio in Q1 2026, its #36 holding.
Retirement Financial Solutions first reported a position in Alerian MLP ETF in Q3 2023 and has held it in 11 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 Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.