Sax Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Sax Wealth Advisors’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	$1.27M	Buy	24,060 +3,863	+19%	+$203K	0.05%	197
2026 Q1	$950K	Hold	20,197	–	–	0.05%	201
2025 Q4	$950K	Buy	20,197 +2,587	+15%	+$121K	0.04%	211
2025 Q3	$826K	Buy	17,610 +2,021	+13%	+$97.7K	0.04%	203
2025 Q2	$762K	Buy	15,589 +8,350	+115%	+$405K	0.05%	204
2025 Q1	$376K	Buy	7,239 +2,170	+43%	+$111K	0.03%	258
2024 Q4	$244K	Buy	5,069 +676	+15%	+$32.5K	0.02%	295
2024 Q3	$207K	Buy	+4,393	New	+$208K	0.02%	275

Other funds holding AMLP

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

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. 174 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.
174 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.