Searcy Financial Services
AMLP icon

Searcy Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Searcy Financial Services’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 		$15.6M Sell
301,702
-6,397
-2% -$348K 5.6% 6
2026
Q2 		$16M Sell
308,099
-1,614
-0.5% -$84.7K 5.36% 8
2026
Q1 		$16.3M Sell
309,713
-66,006
-18% -$3.36M 6.05% 7
2025
Q4 		$17.7M Buy
375,719
+23,317
+7% +$1.09M 6.55% 7
2025
Q3 		$16.5M Buy
352,402
+11,868
+3% +$574K 6.29% 7
2025
Q2 		$16.6M Buy
340,534
+6,563
+2% +$318K 6.76% 7
2025
Q1 		$17.3M Buy
333,971
+3,929
+1% +$202K 7.5% 6
2024
Q4 		$15.9M Buy
330,042
+2,516
+0.8% +$121K 7.34% 6
2024
Q3 		$15.4M Buy
327,526
+6,443
+2% +$305K 7.24% 6
2024
Q2 		$15.4M Buy
321,083
+2,978
+0.9% +$139K 7.69% 6
2024
Q1 		$15.1M Buy
318,105
+2,426
+0.8% +$109K 7.68% 6
2023
Q4 		$13.4M Buy
315,679
+1,050
+0.3% +$44.5K 7.45% 6
2023
Q3 		$13.3M Buy
314,629
+1,872
+0.6% +$76.8K 8.02% 6
2023
Q2 		$12.3M Buy
312,757
+12,154
+4% +$471K 7.12% 6
2023
Q1 		$11.6M Buy
300,603
+4,684
+2% +$184K 7.16% 6
2022
Q4 		$11.3M Sell
295,919
-71,052
-19% -$2.79M 6.55% 6
2022
Q3 		$13.4M Buy
366,971
+1,507
+0.4% +$57.3K 8.5% 6
2022
Q2 		$12.6M Buy
365,464
+112,671
+45% +$4.32M 7.81% 6
2022
Q1 		$9.7M Buy
+252,793
New +$9.3M 5.68% 8

Other funds holding AMLP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Searcy Financial Services's AMLP Position: Q3 2026 in Review

Searcy Financial Services reduced its Alerian MLP ETF (AMLP) stake by 2.1% in Q3 2026, selling an estimated $348K and leaving 301,702 shares worth $15.6M. The position accounts for 5.6% of the portfolio, ranked #6.

Searcy Financial Services first reported a position in AMLP in Q1 2022 and has held it in 19 quarters since. The position peaked at $17.7M in Q4 2025. 344 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Searcy Financial Services held 301,702 shares of Alerian MLP ETF worth $15.6M as of Q3 2026.
  • Searcy Financial Services sold 6,397 Alerian MLP ETF shares in Q3 2026, an estimated $348K.
  • Alerian MLP ETF made up 5.6% of Searcy Financial Services's portfolio in Q3 2026, its #6 holding.
  • Searcy Financial Services first reported a position in Alerian MLP ETF in Q1 2022 and has held it in 19 quarters since.
  • Searcy Financial Services's Alerian MLP ETF position peaked at $17.7M in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.