Sequoia Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Sequoia Financial 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	$334K	Buy	6,432 +1,990	+45%	+$104K	﹤0.01%	1599
2026 Q1	$234K	Buy	+4,442	New	+$226K	﹤0.01%	1706
2025 Q2	–	Sell	-8,118	Closed	-$422K	–	1592
2025 Q1	$422K	Buy	8,118 +275	+4%	+$14.1K	﹤0.01%	921
2024 Q4	$378K	Buy	7,843 +576	+8%	+$27.7K	﹤0.01%	920
2024 Q3	$342K	Buy	7,267 +21	+0.3%	+$993	﹤0.01%	913
2024 Q2	$348K	Buy	7,246 +20	+0.3%	+$935	﹤0.01%	832
2024 Q1	$343K	Buy	7,226 +20	+0.3%	+$898	﹤0.01%	809
2023 Q4	$306K	Buy	7,206 +19	+0.3%	+$806	﹤0.01%	923
2023 Q3	$303K	Sell	7,187 -460	-6%	-$18.9K	0.01%	684
2023 Q2	$300K	Buy	+7,647	New	+$297K	0.01%	704
2022 Q1	–	Sell	-33,564	Closed	-$1.1M	–	672
2021 Q4	$1.1M	Buy	+33,564	New	+$1.14M	0.03%	232
2021 Q3	–	Sell	-33,557	Closed	-$1.22M	–	267
2021 Q2	$1.22M	Buy	33,557 +15,062	+81%	+$517K	0.04%	184
2021 Q1	$564K	Buy	18,495 +203	+1%	+$5.93K	0.02%	245
2020 Q4	$469K	Buy	18,292 +4	+0%	+$96	0.02%	256
2020 Q3	$365K	Sell	18,288 -14,600	-44%	-$338K	0.02%	267
2020 Q2	$812K	Buy	+32,888	New	+$806K	0.05%	171

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sequoia Financial Advisors's AMLP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Alerian MLP ETF (AMLP) stake by 45% in Q2 2026, buying an estimated $104K and bringing the position to 6,432 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Sequoia Financial Advisors first reported a position in AMLP in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2021. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Sequoia Financial Advisors held 6,432 shares of Alerian MLP ETF worth $334K as of Q2 2026.
Sequoia Financial Advisors bought 1,990 Alerian MLP ETF shares in Q2 2026, an estimated $104K.
Alerian MLP ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1599 holding.
Sequoia Financial Advisors first reported a position in Alerian MLP ETF in Q2 2020 and has held it in 16 quarters since.
Sequoia Financial Advisors's Alerian MLP ETF position peaked at $1.22M in Q2 2021.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.