Segment Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Segment Wealth Management’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	$538K	Hold	10,375	–	–	0.03%	222
2026 Q1	$546K	Hold	10,375	–	–	0.03%	208
2025 Q4	$488K	Hold	10,375	–	–	0.03%	219
2025 Q3	$487K	Hold	10,375	–	–	0.03%	212
2025 Q2	$507K	Hold	10,375	–	–	0.03%	204
2025 Q1	$539K	Hold	10,375	–	–	0.04%	193
2024 Q4	$500K	Hold	10,375	–	–	0.03%	193
2024 Q3	$489K	Hold	10,375	–	–	0.03%	188
2024 Q2	$498K	Hold	10,375	–	–	0.04%	181
2024 Q1	$492K	Buy	10,375 +1,165	+13%	+$52.3K	0.04%	183
2023 Q4	$392K	Hold	9,210	–	–	0.03%	189
2023 Q3	$389K	Hold	9,210	–	–	0.04%	170
2023 Q2	$361K	Hold	9,210	–	–	0.04%	170
2023 Q1	$356K	Hold	9,210	–	–	0.04%	164
2022 Q4	$351K	Hold	9,210	–	–	0.04%	166
2022 Q3	$337K	Hold	9,210	–	–	0.04%	175
2022 Q2	$317K	Hold	9,210	–	–	0.04%	181
2022 Q1	$353K	Buy	+9,210	New	+$339K	0.04%	197
2019 Q4	–	Sell	-2,760	Closed	-$126K	–	231
2019 Q3	$126K	Buy	2,760 +35	+1%	+$1.66K	0.02%	199
2019 Q2	$134K	Buy	2,725 +32	+1%	+$1.58K	0.03%	195
2019 Q1	$135K	Buy	+2,693	New	+$132K	0.03%	201
2018 Q4	–	Sell	-2,258	Closed	-$121K	–	181
2018 Q3	$121K	Sell	2,258 -64	-3%	-$3.45K	0.03%	213
2018 Q2	$117K	Buy	2,322 +2	+0.1%	+$101	0.03%	203
2018 Q1	$109K	Buy	+2,320	New	+$124K	0.03%	195

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

Segment Wealth Management's AMLP Position: Q2 2026 in Review

Segment Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 10,375 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #222.

Segment Wealth Management first reported a position in AMLP in Q1 2018 and has held it in 24 quarters since. The position peaked at $546K in Q1 2026. 174 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Segment Wealth Management held 10,375 shares of Alerian MLP ETF worth $538K as of Q2 2026.
Segment Wealth Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #222 holding.
Segment Wealth Management first reported a position in Alerian MLP ETF in Q1 2018 and has held it in 24 quarters since.
Segment Wealth Management's Alerian MLP ETF position peaked at $546K in Q1 2026.
174 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.