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 Q2	$319K	Buy	319,249 +57,451	+22%	+$3.02M	0.05%	165
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 $1.89T 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

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

SOA Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 22% in Q2 2026, buying an estimated $3.02M and bringing the position to 319,249 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #165.

SOA Wealth Advisors first reported a position in AMLP in Q4 2020 and has held it in 9 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

SOA Wealth Advisors held 319,249 shares of Alerian MLP ETF worth $319K as of Q2 2026.
SOA Wealth Advisors bought 57,451 Alerian MLP ETF shares in Q2 2026, an estimated $3.02M.
Alerian MLP ETF made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #165 holding.
SOA Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 9 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.