Root Financial Partners’s Alerian MLP ETF AMLP Stock Holding History

Root Financial Partners’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	$78.8K	Buy	+1,519	New	+$82.7K	﹤0.01%	867
2026 Q2	–	Sell	-104	Closed	-$5.48K	–	536
2026 Q1	$5.48K	Hold	104	–	–	﹤0.01%	1916
2025 Q4	$4.89K	Buy	+104	New	+$4.87K	﹤0.01%	1772

Other funds holding AMLP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Root Financial Partners's AMLP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alerian MLP ETF (AMLP) in Q3 2026: 1,519 shares worth $78.8K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AMLP as recently as Q1 2026.

Root Financial Partners first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Root Financial Partners held 1,519 shares of Alerian MLP ETF worth $78.8K as of Q3 2026.
Alerian MLP ETF was a new Root Financial Partners position in Q3 2026.
Alerian MLP ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #867 holding.
Root Financial Partners first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
716 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.