Toth Financial Advisory’s Alerian MLP ETF AMLP Stock Holding History

Toth Financial Advisory’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	-13	Closed	-$685	–	884
2026 Q1	$685	Hold	13	–	–	﹤0.01%	834
2025 Q4	$612	Hold	13	–	–	﹤0.01%	804
2025 Q3	$611	Sell	13 -13	-50%	-$629	﹤0.01%	749
2025 Q2	$1.27K	Hold	26	–	–	﹤0.01%	687
2025 Q1	$1.35K	Buy	+26	New	+$1.33K	﹤0.01%	640

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

Toth Financial Advisory's AMLP Position: Q2 2026 in Review

Toth Financial Advisory sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 13 shares — an estimated $685 sold.

Toth Financial Advisory first reported a position in AMLP in Q1 2025 and held it in 5 quarters. The position peaked at $1.35K in Q1 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Toth Financial Advisory reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 13 Alerian MLP ETF shares in Q2 2026, an estimated $685.
Toth Financial Advisory first reported a position in Alerian MLP ETF in Q1 2025 and held it in 5 quarters.
Toth Financial Advisory's Alerian MLP ETF position peaked at $1.35K in Q1 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.