RAFFA WEALTH MANAGEMENT, LLC’s Alerian MLP ETF AMLP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$20.4K	Sell	393 -9	-2%	-$472	﹤0.01%	286
2026 Q1	$21.2K	Buy	+402	New	+$20.5K	﹤0.01%	260
2018 Q2	–	Sell	-2,780	Closed	-$130K	–	727
2018 Q1	$130K	Hold	2,780	–	–	0.05%	85
2017 Q4	$150K	Hold	2,780	–	–	0.06%	90
2017 Q3	$156K	Hold	2,780	–	–	0.06%	92
2017 Q2	$166K	Hold	2,780	–	–	0.07%	83
2017 Q1	$177K	Hold	2,780	–	–	0.09%	57
2016 Q4	$175K	Hold	2,780	–	–	0.09%	57
2016 Q3	$176K	Hold	2,780	–	–	0.1%	56
2016 Q2	$177K	Hold	2,780	–	–	0.1%	55
2016 Q1	$152K	Buy	+2,780	New	+$141K	0.09%	58

Other funds holding AMLP

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 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

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AMLP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Alerian MLP ETF (AMLP) stake by 2.2% in Q2 2026, selling an estimated $472 and leaving 393 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AMLP in Q1 2016 and has held it in 11 quarters since. The position peaked at $177K in Q2 2016. 291 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 393 shares of Alerian MLP ETF worth $20.4K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 9 Alerian MLP ETF shares in Q2 2026, an estimated $472.
Alerian MLP ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #286 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Alerian MLP ETF in Q1 2016 and has held it in 11 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Alerian MLP ETF position peaked at $177K in Q2 2016.
291 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.