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

SFMG 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 Q1	$306K	Hold	5,809	–	–	0.02%	247
2025 Q4	$273K	Buy	5,809 +1,084	+23%	+$50.7K	0.02%	255
2025 Q3	$222K	Hold	4,725	–	–	0.02%	268
2025 Q2	$231K	Hold	4,725	–	–	0.02%	243
2025 Q1	$245K	Sell	4,725 -8,012	-63%	-$411K	0.02%	227
2024 Q4	$613K	Buy	12,737 +987	+8%	+$47.4K	0.05%	129
2024 Q3	$554K	Hold	11,750	–	–	0.04%	131
2024 Q2	$564K	Hold	11,750	–	–	0.05%	125
2024 Q1	$558K	Hold	11,750	–	–	0.05%	132
2023 Q4	$500K	Buy	11,750 +2,400	+26%	+$102K	0.05%	140
2023 Q3	$395K	Hold	9,350	–	–	0.04%	152
2023 Q2	$367K	Sell	9,350 -400	-4%	-$15.5K	0.04%	154
2023 Q1	$377K	Buy	9,750 +400	+4%	+$15.7K	0.04%	156
2022 Q4	$356K	Hold	9,350	–	–	0.04%	165
2022 Q3	$354K	Sell	9,350 -1,490	-14%	-$56.7K	0.04%	156
2022 Q2	$373K	Buy	10,840 +420	+4%	+$16.1K	0.04%	157
2022 Q1	$399K	Buy	10,420 +20	+0.2%	+$736	0.04%	165
2021 Q4	$340K	Buy	10,400 +1,050	+11%	+$35.6K	0.03%	184
2021 Q3	$312K	Hold	9,350	–	–	0.03%	187
2021 Q2	$340K	Hold	9,350	–	–	0.04%	182
2021 Q1	$285K	Buy	+9,350	New	+$273K	0.03%	188
2020 Q1	–	Sell	-113,888	Closed	-$4.84M	–	148
2019 Q4	$4.84M	Sell	113,888 -642,404	-85%	-$27M	0.59%	19
2019 Q3	$34.6M	Sell	756,292 -31,959	-4%	-$1.51M	4.68%	7
2019 Q2	$39.4M	Buy	788,251 +625,826	+385%	+$31M	5.34%	7
2019 Q1	$8.15M	Sell	162,425 -975	-0.6%	-$47.8K	1.18%	14
2018 Q4	$7.13M	Buy	163,400 +13,354	+9%	+$655K	1.15%	15
2018 Q3	$7.36M	Buy	150,046 +63,810	+74%	+$3.44M	1.13%	13
2018 Q2	$4.36M	Buy	+86,236	New	+$4.37M	0.71%	12

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SFMG Wealth Advisors's AMLP Position: Q1 2026 in Review

SFMG Wealth Advisors held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 5,809 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #247.

SFMG Wealth Advisors first reported a position in AMLP in Q2 2018 and has held it in 28 quarters since. The position peaked at $39.4M in Q2 2019. 811 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

SFMG Wealth Advisors held 5,809 shares of Alerian MLP ETF worth $306K as of Q1 2026.
SFMG Wealth Advisors left its Alerian MLP ETF share count unchanged in Q1 2026.
Alerian MLP ETF made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #247 holding.
SFMG Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2018 and has held it in 28 quarters since.
SFMG Wealth Advisors's Alerian MLP ETF position peaked at $39.4M in Q2 2019.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.