Sound Financial Strategies Group’s Alerian MLP ETF AMLP Stock Holding History

Sound Financial Strategies Group’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	$835K	Buy	16,106 +299	+2%	+$15.7K	0.53%	38
2026 Q1	$832K	Sell	15,807 -10,166	-39%	-$518K	0.57%	40
2025 Q4	$1.22M	Buy	25,973 +353	+1%	+$16.5K	0.86%	25
2025 Q3	$1.2M	Buy	25,620 +663	+3%	+$32.1K	0.88%	25
2025 Q2	$1.22M	Sell	24,957 -919	-4%	-$44.6K	1.03%	16
2025 Q1	$1.34M	Buy	+25,876	New	+$1.33M	1.2%	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

Sound Financial Strategies Group's AMLP Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Alerian MLP ETF (AMLP) stake by 1.9% in Q2 2026, buying an estimated $15.7K and bringing the position to 16,106 shares worth $835K. The position accounts for 0.53% of the portfolio, ranked #38.

Sound Financial Strategies Group first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Sound Financial Strategies Group held 16,106 shares of Alerian MLP ETF worth $835K as of Q2 2026.
Sound Financial Strategies Group bought 299 Alerian MLP ETF shares in Q2 2026, an estimated $15.7K.
Alerian MLP ETF made up 0.53% of Sound Financial Strategies Group's portfolio in Q2 2026, its #38 holding.
Sound Financial Strategies Group first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
Sound Financial Strategies Group's Alerian MLP ETF position peaked at $1.34M in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.