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 Q3	$231K	Hold	4,445	–	–	0.04%	276
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

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Southland Equity Partners's AMLP Position: Q3 2026 in Review

Southland Equity Partners held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 4,445 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #276.

Southland Equity Partners first reported a position in AMLP in Q4 2020 and has held it in 15 quarters since. The position peaked at $502K in Q3 2021. 476 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Southland Equity Partners held 4,445 shares of Alerian MLP ETF worth $231K as of Q3 2026.
Southland Equity Partners left its Alerian MLP ETF share count unchanged in Q3 2026.
Alerian MLP ETF made up 0.04% of Southland Equity Partners's portfolio in Q3 2026, its #276 holding.
Southland Equity Partners first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 15 quarters since.
Southland Equity Partners's Alerian MLP ETF position peaked at $502K in Q3 2021.
476 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.