Summit Financial’s Alerian MLP ETF AMLP Stock Holding History

Summit Financial’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	$958K	Sell	18,484 -153	-0.8%	-$8.03K	0.01%	851
2026 Q1	$981K	Buy	18,637 +449	+2%	+$22.9K	0.01%	781
2025 Q4	$855K	Sell	18,188 -1,080	-6%	-$50.6K	0.01%	717
2025 Q3	$904K	Sell	19,268 -1,858	-9%	-$89.8K	0.01%	683
2025 Q2	$1.03M	Buy	21,126 +4,499	+27%	+$218K	0.02%	413
2025 Q1	$864K	Buy	16,627 +257	+2%	+$13.2K	0.02%	400
2024 Q4	$788K	Buy	16,370 +3,548	+28%	+$171K	0.03%	362
2024 Q3	$604K	Buy	12,822 +1,191	+10%	+$56.3K	0.02%	342
2024 Q2	$558K	Buy	11,631 +5,661	+95%	+$265K	0.03%	309
2024 Q1	$283K	Buy	+5,970	New	+$268K	0.02%	324
2020 Q1	–	Sell	-2,872	Closed	-$122K	–	44
2019 Q4	$122K	Buy	+2,872	New	+$121K	0.02%	46
2019 Q2	–	Sell	-4,961	Closed	-$249K	–	45
2019 Q1	$249K	Buy	+4,961	New	+$243K	0.04%	50

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

Summit Financial's AMLP Position: Q2 2026 in Review

Summit Financial reduced its Alerian MLP ETF (AMLP) stake by 0.82% in Q2 2026, selling an estimated $8.03K and leaving 18,484 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #851.

Summit Financial first reported a position in AMLP in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2025. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Summit Financial held 18,484 shares of Alerian MLP ETF worth $958K as of Q2 2026.
Summit Financial sold 153 Alerian MLP ETF shares in Q2 2026, an estimated $8.03K.
Alerian MLP ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #851 holding.
Summit Financial first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 12 quarters since.
Summit Financial's Alerian MLP ETF position peaked at $1.03M in Q2 2025.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.