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

Apollon 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 Q3	$2.28M	Buy	43,977 +4,747	+12%	+$258K	0.03%	454
2026 Q2	$2.03M	Buy	39,230 +236	+0.6%	+$12.4K	0.02%	487
2026 Q1	$2.05M	Sell	38,994 -11,596	-23%	-$591K	0.03%	377
2025 Q4	$2.38M	Sell	50,590 -4,574	-8%	-$214K	0.04%	335
2025 Q3	$2.59M	Sell	55,164 -11,878	-18%	-$574K	0.05%	328
2025 Q2	$3.28M	Sell	67,042 -1,874	-3%	-$90.9K	0.06%	254
2025 Q1	$3.58M	Sell	68,916 -12,083	-15%	-$620K	0.08%	226
2024 Q4	$3.9M	Buy	80,999 +3,101	+4%	+$149K	0.09%	199
2024 Q3	$3.67M	Buy	77,898 +3,705	+5%	+$175K	0.1%	178
2024 Q2	$3.56M	Buy	74,193 +1,526	+2%	+$71.3K	0.11%	168
2024 Q1	$3.45M	Buy	72,667 +1,481	+2%	+$66.5K	0.11%	167
2023 Q4	$3.03M	Buy	71,186 +112	+0.2%	+$4.75K	0.1%	179
2023 Q3	$3M	Buy	71,074 +1,563	+2%	+$64.1K	0.15%	130
2023 Q2	$2.73M	Buy	69,511 +4,271	+7%	+$166K	0.13%	166
2023 Q1	$2.52M	Buy	65,240 +6,359	+11%	+$249K	0.15%	139
2022 Q4	$2.24M	Buy	58,881 +47,004	+396%	+$1.85M	0.16%	139
2022 Q3	$434K	Buy	11,877 +726	+7%	+$27.6K	0.04%	490
2022 Q2	$384K	Buy	11,151 +94	+0.9%	+$3.61K	0.03%	499
2022 Q1	$423K	Sell	11,057 -799	-7%	-$29.4K	0.03%	506
2021 Q4	$388K	Buy	11,856 +5,724	+93%	+$194K	0.03%	520
2021 Q3	$204K	Sell	6,132 -6,623	-52%	-$221K	0.03%	434
2021 Q2	$464K	Sell	12,755 -56,281	-82%	-$1.93M	0.08%	229
2021 Q1	$2.11M	Buy	69,036 +13,633	+25%	+$398K	0.41%	51
2020 Q4	$1.42M	Sell	55,403 -10,344	-16%	-$249K	0.39%	60
2020 Q3	$1.31M	Sell	65,747 -8,820	-12%	-$204K	0.59%	33
2020 Q2	$1.84M	Buy	74,567 +2,504	+3%	+$61.4K	1.02%	22
2020 Q1	$1.24M	Buy	72,063 +47,626	+195%	+$1.61M	1.27%	23
2019 Q4	$1.07M	Buy	+24,437	New	+$1.03M	0.95%	25

Other funds holding AMLP

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Apollon Wealth Management's AMLP Position: Q3 2026 in Review

Apollon Wealth Management increased its Alerian MLP ETF (AMLP) stake by 12% in Q3 2026, buying an estimated $258K and bringing the position to 43,977 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #454.

Apollon Wealth Management first reported a position in AMLP in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.9M in Q4 2024. 247 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Apollon Wealth Management held 43,977 shares of Alerian MLP ETF worth $2.28M as of Q3 2026.
Apollon Wealth Management bought 4,747 Alerian MLP ETF shares in Q3 2026, an estimated $258K.
Alerian MLP ETF made up 0.03% of Apollon Wealth Management's portfolio in Q3 2026, its #454 holding.
Apollon Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 28 quarters since.
Apollon Wealth Management's Alerian MLP ETF position peaked at $3.9M in Q4 2024.
247 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.