Synergy Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$349K Sell
6,736
-753
-10% -$39.5K 0.03% 200
2026
Q1
$394K Buy
+7,489
New +$381K 0.04% 174

Other funds holding AMLP

Synergy Asset Management's AMLP Position: Q2 2026 in Review

Synergy Asset Management reduced its Alerian MLP ETF (AMLP) stake by 10% in Q2 2026, selling an estimated $39.5K and leaving 6,736 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #200.

Synergy Asset Management first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $394K in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Synergy Asset Management held 6,736 shares of Alerian MLP ETF worth $349K as of Q2 2026.
  • Synergy Asset Management sold 753 Alerian MLP ETF shares in Q2 2026, an estimated $39.5K.
  • Alerian MLP ETF made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #200 holding.
  • Synergy Asset Management first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • Synergy Asset Management's Alerian MLP ETF position peaked at $394K in Q1 2026.
  • 808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.