Vista Finance’s Alerian MLP ETF AMLP Stock Holding History

Vista Finance’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	$13.4M	Buy	258,127 +38,673	+18%	+$2.03M	7.48%	5
2026 Q1	$11.6M	Sell	219,454 -1,699	-0.8%	-$86.5K	9.17%	3
2025 Q4	$10.4M	Sell	221,153 -1,767	-0.8%	-$82.7K	6.88%	5
2025 Q3	$10.5M	Buy	222,920 +11,113	+5%	+$537K	6.95%	5
2025 Q2	$10.3M	Sell	211,807 -4,440	-2%	-$215K	8.91%	4
2025 Q1	$11.2M	Buy	216,247 +63,088	+41%	+$3.24M	9.74%	4
2024 Q4	$7.38M	Sell	153,159 -2,823	-2%	-$136K	7.57%	5
2024 Q3	$7.35M	Sell	155,982 -223	-0.1%	-$10.5K	9.96%	4
2024 Q2	$7.49M	Buy	156,205 +77,149	+98%	+$3.6M	11.48%	4
2024 Q1	$3.75M	Buy	79,056 +30,552	+63%	+$1.37M	9.34%	2
2023 Q4	$2.06M	Sell	48,504 -4,919	-9%	-$209K	4.37%	8
2023 Q3	$2.25M	Buy	53,423 +12,721	+31%	+$522K	3.29%	8
2023 Q2	$1.6M	Sell	40,702 -43,727	-52%	-$1.7M	2.49%	9
2023 Q1	$3.26M	Sell	84,429 -42,844	-34%	-$1.68M	4.62%	8
2022 Q4	$4.85M	Sell	127,273 -8,620	-6%	-$339K	6.82%	7
2022 Q3	$4.97M	Buy	135,893 +2,146	+2%	+$81.7K	6.04%	9
2022 Q2	$4.61M	Buy	+133,747	New	+$5.13M	6.02%	6

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

Vista Finance's AMLP Position: Q2 2026 in Review

Vista Finance increased its Alerian MLP ETF (AMLP) stake by 18% in Q2 2026, buying an estimated $2.03M and bringing the position to 258,127 shares worth $13.4M. The position accounts for 7.48% of the portfolio, ranked #5.

Vista Finance first reported a position in AMLP in Q2 2022 and has held it in 17 quarters since. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Vista Finance held 258,127 shares of Alerian MLP ETF worth $13.4M as of Q2 2026.
Vista Finance bought 38,673 Alerian MLP ETF shares in Q2 2026, an estimated $2.03M.
Alerian MLP ETF made up 7.48% of Vista Finance's portfolio in Q2 2026, its #5 holding.
Vista Finance first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 17 quarters since.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.