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 Q2	–	Sell	-104	Closed	-$5.47K	–	536
2026 Q1	$5.47K	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 $1.89T 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

Root Financial Partners's AMLP Position: Q2 2026 in Review

Root Financial Partners sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 104 shares — an estimated $5.47K sold.

Root Financial Partners first reported a position in AMLP in Q4 2025 and held it in 2 quarters. The position peaked at $5.47K in Q1 2026. 809 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Root Financial Partners reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 104 Alerian MLP ETF shares in Q2 2026, an estimated $5.47K.
Root Financial Partners first reported a position in Alerian MLP ETF in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Alerian MLP ETF position peaked at $5.47K in Q1 2026.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.