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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
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 		$9.68M Buy
+252,793
New +$9.3M 5.68% 8

Other funds holding AMLP

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Searcy Financial Services's AMLP Position: Q2 2026 in Review

Searcy Financial Services reduced its Alerian MLP ETF (AMLP) stake by 0.52% in Q2 2026, selling an estimated $84.7K and leaving 308,099 shares worth $16M. The position accounts for 5.36% of the portfolio, ranked #8.

Searcy Financial Services first reported a position in AMLP in Q1 2022 and has held it in 18 quarters since. The position peaked at $17.7M in Q4 2025. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Searcy Financial Services held 308,099 shares of Alerian MLP ETF worth $16M as of Q2 2026.
  • Searcy Financial Services sold 1,614 Alerian MLP ETF shares in Q2 2026, an estimated $84.7K.
  • Alerian MLP ETF made up 5.36% of Searcy Financial Services's portfolio in Q2 2026, its #8 holding.
  • Searcy Financial Services first reported a position in Alerian MLP ETF in Q1 2022 and has held it in 18 quarters since.
  • Searcy Financial Services's Alerian MLP ETF position peaked at $17.7M in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.