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Savvy Advisors Inc’s Alerian MLP ETF AMLP Stock Holding History

Savvy Advisors Inc’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 		$464K Sell
8,954
-1,744
-16% -$91.5K 0.01% 813
2026
Q1 		$563K Buy
10,698
+5,374
+101% +$274K 0.02% 621
2025
Q4 		$250K Buy
5,324
+785
+17% +$36.7K 0.01% 852
2025
Q3 		$213K Buy
+4,539
New +$219K 0.01% 766

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savvy Advisors Inc's AMLP Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Alerian MLP ETF (AMLP) stake by 16% in Q2 2026, selling an estimated $91.5K and leaving 8,954 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #813.

Savvy Advisors Inc first reported a position in AMLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $563K in Q1 2026. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Savvy Advisors Inc held 8,954 shares of Alerian MLP ETF worth $464K as of Q2 2026.
  • Savvy Advisors Inc sold 1,744 Alerian MLP ETF shares in Q2 2026, an estimated $91.5K.
  • Alerian MLP ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #813 holding.
  • Savvy Advisors Inc first reported a position in Alerian MLP ETF in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Alerian MLP ETF position peaked at $563K in Q1 2026.
  • 811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.