Summit Financial Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Summit Financial Wealth Advisors’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	$13.2M	Sell	254,098 -220	-0.1%	-$11.5K	1.68%	18
2026 Q1	$13.4M	Sell	254,318 -4,856	-2%	-$247K	1.9%	16
2025 Q4	$12.2M	Sell	259,174 -73,956	-22%	-$3.46M	1.74%	17
2025 Q3	$15.6M	Buy	333,130 +6,482	+2%	+$313K	2.42%	12
2025 Q2	$16M	Buy	326,648 +19,460	+6%	+$944K	2.86%	8
2025 Q1	$16M	Buy	307,188 +2,082	+0.7%	+$107K	3.17%	8
2024 Q4	$16M	Sell	305,106 -21	-0%	-$1.01K	3.12%	7
2024 Q3	$14.4M	Buy	305,127 +1,635	+0.5%	+$77.3K	2.7%	9
2024 Q2	$14.6M	Buy	303,492 +1,399	+0.5%	+$65.4K	2.95%	8
2024 Q1	$14.3M	Buy	302,093 +8,207	+3%	+$369K	2.9%	9
2023 Q4	$12.5M	Buy	293,886 +3,569	+1%	+$151K	2.84%	8
2023 Q3	$12.5M	Buy	290,317 +1,973	+0.7%	+$81K	3.07%	7
2023 Q2	$11.3M	Buy	288,344 +1,553	+0.5%	+$60.2K	2.61%	10
2023 Q1	$11.1M	Buy	286,791 +6,097	+2%	+$239K	2.63%	10
2022 Q4	$10.7M	Buy	280,694 +275,304	+5,108%	+$10.8M	2.58%	12
2022 Q3	$221K	Hold	5,390	–	–	0.06%	111
2022 Q2	$200K	Hold	5,390	–	–	0.05%	126
2022 Q1	$206K	Buy	+5,390	New	+$198K	0.04%	120
2020 Q2	–	Sell	-6,086	Closed	-$109K	–	121
2020 Q1	$109K	Sell	6,086 -7,216	-54%	-$244K	0.03%	114
2019 Q4	$545K	Sell	13,302 -1,046	-7%	-$43.9K	0.13%	85
2019 Q3	$633K	Sell	14,348 -953	-6%	-$45.1K	0.16%	83
2019 Q2	$754K	Sell	15,301 -3,607	-19%	-$178K	0.18%	82
2019 Q1	$959K	Buy	18,908 +233	+1%	+$11.4K	0.25%	66
2018 Q4	$815K	Sell	18,675 -2,277	-11%	-$112K	0.26%	61
2018 Q3	$1.1M	Buy	20,952 +2,869	+16%	+$155K	0.33%	58
2018 Q2	$847K	Hold	18,083	–	–	0.28%	67
2018 Q1	$847K	Buy	18,083 +2,996	+20%	+$160K	0.28%	67
2017 Q4	$814K	Sell	15,087 -38	-0.3%	-$2.03K	0.28%	71
2017 Q3	$849K	Buy	15,125 +1,620	+12%	+$92.6K	0.31%	69
2017 Q2	$808K	Buy	13,505 +4,492	+50%	+$274K	0.32%	74
2017 Q1	$573K	Buy	9,013 +525	+6%	+$33.7K	0.25%	87
2016 Q4	$535K	Buy	8,488 +623	+8%	+$38.5K	0.24%	92
2016 Q3	$499K	Buy	+7,865	New	+$497K	0.22%	95
2015 Q1	–	Sell	-220	Closed	-$19K	–	229
2014 Q4	$19K	Buy	+220	New	+$19.9K	0.01%	167

Other funds holding AMLP

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Summit Financial Wealth Advisors's AMLP Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 0.09% in Q2 2026, selling an estimated $11.5K and leaving 254,098 shares worth $13.2M. The position accounts for 1.68% of the portfolio, ranked #18.

Summit Financial Wealth Advisors first reported a position in AMLP in Q4 2014 and has held it in 34 quarters since. The position peaked at $16M in Q4 2024. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Summit Financial Wealth Advisors held 254,098 shares of Alerian MLP ETF worth $13.2M as of Q2 2026.
Summit Financial Wealth Advisors sold 220 Alerian MLP ETF shares in Q2 2026, an estimated $11.5K.
Alerian MLP ETF made up 1.68% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Summit Financial Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 34 quarters since.
Summit Financial Wealth Advisors's Alerian MLP ETF position peaked at $16M in Q4 2024.
127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.