Teamwork Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Teamwork Financial 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	$398K	Sell	7,669 -194	-2%	-$10.2K	0.04%	147
2026 Q1	$414K	Sell	7,863 -435	-5%	-$22.2K	0.04%	150
2025 Q4	$390K	Sell	8,298 -1,936	-19%	-$90.6K	0.04%	153
2025 Q3	$480K	Buy	10,234 +819	+9%	+$39.6K	0.05%	138
2025 Q2	$460K	Buy	9,415 +785	+9%	+$38.1K	0.05%	137
2025 Q1	$448K	Sell	8,630 -517	-6%	-$26.5K	0.06%	120
2024 Q4	$440K	Sell	9,147 -452	-5%	-$21.7K	0.06%	116
2024 Q3	$452K	Buy	9,599 +4,528	+89%	+$214K	0.06%	109
2024 Q2	$243K	Buy	5,071 +270	+6%	+$12.6K	0.04%	120
2024 Q1	$228K	Sell	4,801 -211	-4%	-$9.48K	0.04%	169
2023 Q4	$213K	Sell	5,012 -387	-7%	-$16.4K	0.04%	174
2023 Q3	$228K	Sell	5,399 -54	-1%	-$2.22K	0.04%	185
2023 Q2	$214K	Buy	5,453 +40	+0.7%	+$1.55K	0.03%	182
2023 Q1	$209K	Buy	+5,413	New	+$212K	0.04%	175

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

Teamwork Financial Advisors's AMLP Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Alerian MLP ETF (AMLP) stake by 2.5% in Q2 2026, selling an estimated $10.2K and leaving 7,669 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #147.

Teamwork Financial Advisors first reported a position in AMLP in Q1 2023 and has held it in 14 quarters since. The position peaked at $480K in Q3 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Teamwork Financial Advisors held 7,669 shares of Alerian MLP ETF worth $398K as of Q2 2026.
Teamwork Financial Advisors sold 194 Alerian MLP ETF shares in Q2 2026, an estimated $10.2K.
Alerian MLP ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #147 holding.
Teamwork Financial Advisors first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 14 quarters since.
Teamwork Financial Advisors's Alerian MLP ETF position peaked at $480K in Q3 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.