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USAdvisors Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

USAdvisors Wealth Management’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
-5,450
Closed -$290K – 145
2026
Q1 		$290K Hold
5,450
– – 0.1% 109
2025
Q4 		$256K Buy
+5,450
New +$255K 0.08% 117

Other funds holding AMLP

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

USAdvisors Wealth Management's AMLP Position: Q2 2026 in Review

USAdvisors Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2026, closing a stake of 5,450 shares — an estimated $290K sold.

USAdvisors Wealth Management first reported a position in AMLP in Q4 2025 and held it in 2 quarters. The position peaked at $290K in Q1 2026. 374 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • USAdvisors Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2026 after selling out during the quarter.
  • USAdvisors Wealth Management sold 5,450 Alerian MLP ETF shares in Q2 2026, an estimated $290K.
  • USAdvisors Wealth Management first reported a position in Alerian MLP ETF in Q4 2025 and held it in 2 quarters.
  • USAdvisors Wealth Management's Alerian MLP ETF position peaked at $290K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.