Southland Equity Partners’s Alerian MLP ETF AMLP Stock Holding History

Southland Equity Partners’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	$230K	Hold	4,445	–	–	0.04%	281
2026 Q1	$234K	Sell	4,445 -1,302	-23%	-$66.3K	0.05%	240
2025 Q4	$270K	Buy	5,747 +1,295	+29%	+$60.6K	0.05%	211
2025 Q3	$209K	Sell	4,452 -423	-9%	-$20.5K	0.04%	235
2025 Q2	$238K	Sell	4,875 -100	-2%	-$4.85K	0.05%	207
2025 Q1	$258K	Hold	4,975	–	–	0.06%	192
2024 Q4	$240K	Hold	4,975	–	–	0.06%	198
2024 Q3	$234K	Buy	4,975 +723	+17%	+$34.2K	0.06%	203
2024 Q2	$204K	Buy	+4,252	New	+$199K	0.06%	204
2023 Q3	–	Sell	-5,259	Closed	-$206K	–	184
2023 Q2	$206K	Buy	+5,259	New	+$204K	0.07%	178
2022 Q2	–	Sell	-6,547	Closed	-$251K	–	163
2022 Q1	$251K	Buy	+6,547	New	+$241K	0.1%	146
2021 Q4	–	Sell	-15,066	Closed	-$502K	–	175
2021 Q3	$502K	Buy	+15,066	New	+$503K	0.23%	75
2021 Q2	–	Sell	-8,017	Closed	-$245K	–	160
2021 Q1	$245K	Sell	8,017 -2,630	-25%	-$76.8K	0.14%	126
2020 Q4	$273K	Buy	+10,647	New	+$256K	0.18%	94

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

Southland Equity Partners's AMLP Position: Q2 2026 in Review

Southland Equity Partners held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 4,445 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #281.

Southland Equity Partners first reported a position in AMLP in Q4 2020 and has held it in 14 quarters since. The position peaked at $502K in Q3 2021. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Southland Equity Partners held 4,445 shares of Alerian MLP ETF worth $230K as of Q2 2026.
Southland Equity Partners left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #281 holding.
Southland Equity Partners first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 14 quarters since.
Southland Equity Partners's Alerian MLP ETF position peaked at $502K in Q3 2021.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.