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

SOA 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	$262K	Hold	261,798	–	–	0.05%	167
2025 Q4	$262K	Hold	261,798	–	–	0.04%	175
2025 Q3	$262K	Hold	261,798	–	–	0.04%	175
2025 Q2	$262K	Sell	261,798 -36,477	-12%	-$1.77M	0.05%	175
2025 Q1	$298K	Buy	+298,275	New	+$15.3M	0.06%	154
2021 Q3	–	Sell	-168	Closed	-$6K	–	886
2021 Q2	$6K	Buy	168 +3	+2%	+$103	﹤0.01%	638
2021 Q1	$5K	Buy	165 +4	+2%	+$117	﹤0.01%	610
2020 Q4	$4K	Buy	+161	New	+$3.87K	﹤0.01%	622

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

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

SOA Wealth Advisors held its Alerian MLP ETF (AMLP) position steady in Q1 2026 at 261,798 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #167.

SOA Wealth Advisors first reported a position in AMLP in Q4 2020 and has held it in 8 quarters since. The position peaked at $298K in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

SOA Wealth Advisors held 261,798 shares of Alerian MLP ETF worth $262K as of Q1 2026.
SOA Wealth Advisors left its Alerian MLP ETF share count unchanged in Q1 2026.
Alerian MLP ETF made up 0.05% of SOA Wealth Advisors's portfolio in Q1 2026, its #167 holding.
SOA Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 8 quarters since.
SOA Wealth Advisors's Alerian MLP ETF position peaked at $298K in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.