Sax Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
Other funds holding AMLP
AIM
Sax Wealth Advisors's AMLP Position: Q2 2026 in Review
Sax Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 19% in Q2 2026, buying an estimated $203K and bringing the position to 24,060 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #197.
Sax Wealth Advisors first reported a position in AMLP in Q3 2024 and has held it in 8 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.
- Sax Wealth Advisors held 24,060 shares of Alerian MLP ETF worth $1.27M as of Q2 2026.
- Sax Wealth Advisors bought 3,863 Alerian MLP ETF shares in Q2 2026, an estimated $203K.
- Alerian MLP ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #197 holding.
- Sax Wealth Advisors first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 8 quarters since.
- 811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.
Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.