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 Q2	$271K	Sell	5,219 -590	-10%	-$31K	0.02%	268
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 $1.89T 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

SFMG Wealth Advisors's AMLP Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 10% in Q2 2026, selling an estimated $31K and leaving 5,219 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #268.

SFMG Wealth Advisors first reported a position in AMLP in Q2 2018 and has held it in 29 quarters since. The position peaked at $39.4M in Q2 2019. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

SFMG Wealth Advisors held 5,219 shares of Alerian MLP ETF worth $271K as of Q2 2026.
SFMG Wealth Advisors sold 590 Alerian MLP ETF shares in Q2 2026, an estimated $31K.
Alerian MLP ETF made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #268 holding.
SFMG Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2018 and has held it in 29 quarters since.
SFMG Wealth Advisors's Alerian MLP ETF position peaked at $39.4M in Q2 2019.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.