RFP Financial Group’s Alerian MLP ETF AMLP Stock Holding History

RFP Financial Group’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	$430K	Hold	8,289	–	–	0.19%	45
2026 Q1	$436K	Hold	8,289	–	–	0.24%	39
2025 Q4	$390K	Hold	8,289	–	–	0.19%	47
2025 Q3	$389K	Hold	8,289	–	–	0.16%	71
2025 Q2	$405K	Hold	8,289	–	–	0.17%	70
2025 Q1	$431K	Hold	8,289	–	–	0.17%	76
2024 Q4	$399K	Hold	8,289	–	–	0.16%	71
2024 Q3	$391K	Hold	8,289	–	–	0.13%	73
2024 Q2	$398K	Hold	8,289	–	–	0.15%	74
2024 Q1	$393K	Buy	8,289 +135	+2%	+$6.06K	0.15%	67
2023 Q4	$347K	Buy	8,154 +140	+2%	+$5.94K	0.14%	72
2023 Q3	$338K	Buy	8,014 +133	+2%	+$5.46K	0.15%	67
2023 Q2	$309K	Buy	+7,881	New	+$306K	0.13%	76
2023 Q1	–	Sell	-7,623	Closed	-$290K	–	746
2022 Q4	$290K	Buy	+7,623	New	+$300K	0.13%	74

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

RFP Financial Group's AMLP Position: Q2 2026 in Review

RFP Financial Group held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 8,289 shares worth $430K. The position accounts for 0.19% of the portfolio, ranked #45.

RFP Financial Group first reported a position in AMLP in Q4 2022 and has held it in 14 quarters since. The position peaked at $436K in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

RFP Financial Group held 8,289 shares of Alerian MLP ETF worth $430K as of Q2 2026.
RFP Financial Group left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.19% of RFP Financial Group's portfolio in Q2 2026, its #45 holding.
RFP Financial Group first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 14 quarters since.
RFP Financial Group's Alerian MLP ETF position peaked at $436K in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.