Sound Income Strategies’s Alerian MLP ETF AMLP Stock Holding History

Sound Income Strategies’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 Q3	–	Sell	-5,760	Closed	-$299K	–	480
2026 Q2	$299K	Buy	5,760 +3,218	+127%	+$169K	0.01%	380
2026 Q1	$132K	Sell	2,542 -194	-7%	-$9.88K	0.01%	518
2025 Q4	$135K	Sell	2,736 -996	-27%	-$46.6K	0.01%	510
2025 Q3	$170K	Buy	3,732 +787	+27%	+$38.1K	0.01%	316
2025 Q2	$144K	Buy	2,945 +2,295	+353%	+$111K	0.01%	329
2025 Q1	$33.8K	Buy	650 +156	+32%	+$8.01K	﹤0.01%	597
2024 Q4	$23.8K	Buy	494 +40	+9%	+$1.92K	﹤0.01%	644
2024 Q3	$21.4K	Sell	454 -413	-48%	-$19.5K	﹤0.01%	625
2024 Q2	$41.6K	Sell	867 -979	-53%	-$45.7K	﹤0.01%	466
2024 Q1	$87.6K	Sell	1,846 -4,463	-71%	-$200K	0.01%	337
2023 Q4	$268K	Buy	6,309 +6,129	+3,405%	+$260K	0.02%	167
2023 Q3	$7.6K	Hold	180	–	–	﹤0.01%	646
2023 Q2	$7.06K	Hold	180	–	–	﹤0.01%	662
2023 Q1	$6.96K	Hold	180	–	–	﹤0.01%	636
2022 Q4	$6.85K	Hold	180	–	–	﹤0.01%	594
2022 Q3	$7K	Hold	180	–	–	﹤0.01%	520
2022 Q2	$6K	Hold	180	–	–	﹤0.01%	547
2022 Q1	$7K	Hold	180	–	–	﹤0.01%	528
2021 Q4	$6K	Hold	180	–	–	﹤0.01%	551
2021 Q3	$6K	Hold	180	–	–	﹤0.01%	532
2021 Q2	$7K	Hold	180	–	–	﹤0.01%	531
2021 Q1	$5.49K	Hold	180	–	–	﹤0.01%	604
2020 Q4	$5K	Hold	180	–	–	﹤0.01%	574
2020 Q3	$4K	Hold	180	–	–	﹤0.01%	560
2020 Q2	$4K	Hold	180	–	–	﹤0.01%	523
2020 Q1	$3K	Hold	180	–	–	﹤0.01%	513
2019 Q4	$8K	Hold	180	–	–	﹤0.01%	362
2019 Q3	$8K	Hold	180	–	–	﹤0.01%	338
2019 Q2	$9K	Hold	180	–	–	﹤0.01%	344
2019 Q1	$9K	Hold	180	–	–	﹤0.01%	351
2018 Q4	$8K	Hold	180	–	–	﹤0.01%	364
2018 Q3	$10K	Sell	180 -576	-76%	-$31.1K	﹤0.01%	346
2018 Q2	$38K	Buy	756 +400	+112%	+$20.3K	0.02%	142
2018 Q1	$17K	Buy	356 +180	+102%	+$9.62K	0.01%	211
2017 Q4	$10K	Buy	+176	New	+$9.41K	0.01%	217

Other funds holding AMLP

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Sound Income Strategies's AMLP Position: Q3 2026 in Review

Sound Income Strategies sold out of Alerian MLP ETF (AMLP) in Q3 2026, closing a stake of 5,760 shares — an estimated $299K sold.

Sound Income Strategies first reported a position in AMLP in Q4 2017 and held it in 35 quarters. The position peaked at $299K in Q2 2026. 38 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Sound Income Strategies reported no remaining Alerian MLP ETF position as of Q3 2026 after selling out during the quarter.
Sound Income Strategies sold 5,760 Alerian MLP ETF shares in Q3 2026, an estimated $299K.
Sound Income Strategies first reported a position in Alerian MLP ETF in Q4 2017 and held it in 35 quarters.
Sound Income Strategies's Alerian MLP ETF position peaked at $299K in Q2 2026.
38 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.