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Strategic Financial Concepts’s Alerian MLP ETF AMLP Stock Holding History

Strategic Financial Concepts’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 		– Sell
-6,218
Closed -$327K – 242
2026
Q1 		$327K Buy
+6,218
New +$317K 0.08% 202
2024
Q3 		– Sell
-101,202
Closed -$347K – 263
2024
Q2 		$347K Buy
+101,202
New +$4.73M 0.2% 99

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

Strategic Financial Concepts's AMLP Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 6,218 shares — an estimated $327K sold.

Strategic Financial Concepts first reported a position in AMLP in Q2 2024 and held it in 2 quarters. The position peaked at $347K in Q2 2024. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 6,218 Alerian MLP ETF shares in Q2 2026, an estimated $327K.
  • Strategic Financial Concepts first reported a position in Alerian MLP ETF in Q2 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's Alerian MLP ETF position peaked at $347K in Q2 2024.
  • 807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.