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Sowell Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Sowell Financial Services’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 		$1.55M Buy
29,832
+241
+0.8% +$12.7K 0.05% 365
2026
Q1 		$1.56M Buy
29,591
+789
+3% +$40.2K 0.06% 347
2025
Q4 		$1.35M Buy
28,802
+4,289
+17% +$201K 0.05% 366
2025
Q3 		$1.15M Buy
24,513
+9,618
+65% +$465K 0.04% 391
2025
Q2 		$728K Sell
14,895
-2,119
-12% -$103K 0.03% 507
2025
Q1 		$884K Buy
17,014
+250
+1% +$12.8K 0.04% 420
2024
Q4 		$807K Buy
16,764
+1,727
+11% +$83K 0.04% 344
2024
Q3 		$709K Buy
15,037
+128
+0.9% +$6.05K 0.03% 405
2024
Q2 		$715K Buy
14,909
+3,753
+34% +$175K 0.03% 387
2024
Q1 		$529K Sell
11,156
-43
-0.4% -$1.93K 0.03% 442
2023
Q4 		$476K Sell
11,199
-135
-1% -$5.72K 0.03% 436
2023
Q3 		$478K Buy
11,334
+1,052
+10% +$43.2K 0.03% 404
2023
Q2 		$403K Buy
10,282
+2,951
+40% +$114K 0.02% 484
2023
Q1 		$283K Sell
7,331
-13,179
-64% -$517K 0.02% 577
2022
Q4 		$781K Buy
+20,510
New +$806K 0.05% 353
2022
Q3 		– Sell
-45,206
Closed -$1.72M – 401
2022
Q2 		$1.72M Buy
+45,206
New +$1.74M 0.16% 121
2021
Q2 		– Sell
-6,102
Closed -$207K – 605
2021
Q1 		$207K Buy
6,102
+2,377
+64% +$69.4K 0.01% 1033
2020
Q4 		$96K Buy
3,725
+1,695
+83% +$40.7K ﹤0.01% 1169
2020
Q3 		$41K Sell
2,030
-81,987
-98% -$1.9M ﹤0.01% 1282
2020
Q2 		$2.07M Sell
84,017
-51,870
-38% -$1.27M 0.11% 168
2020
Q1 		$2.34M Buy
135,887
+103,656
+322% +$3.51M 0.17% 131
2019
Q4 		$1.37M Buy
32,231
+27,304
+554% +$1.15M 0.1% 203
2019
Q3 		$225K Buy
+4,927
New +$233K 0.02% 599
2019
Q1 		$233K Buy
+4,637
New +$227K 0.03% 497

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sowell Financial Services's AMLP Position: Q2 2026 in Review

Sowell Financial Services increased its Alerian MLP ETF (AMLP) stake by 0.81% in Q2 2026, buying an estimated $12.7K and bringing the position to 29,832 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #365.

Sowell Financial Services first reported a position in AMLP in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.34M in Q1 2020. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Sowell Financial Services held 29,832 shares of Alerian MLP ETF worth $1.55M as of Q2 2026.
  • Sowell Financial Services bought 241 Alerian MLP ETF shares in Q2 2026, an estimated $12.7K.
  • Alerian MLP ETF made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #365 holding.
  • Sowell Financial Services first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 24 quarters since.
  • Sowell Financial Services's Alerian MLP ETF position peaked at $2.34M in Q1 2020.
  • 807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.