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

Aprio 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	$22.1M	Sell	426,750 -969	-0.2%	-$52.8K	1.01%	28
2026 Q2	$22.2M	Buy	427,719 +17,251	+4%	+$906K	1.1%	20
2026 Q1	$21.6M	Buy	410,468 +22,928	+6%	+$1.17M	1.18%	19
2025 Q4	$18.2M	Buy	387,540 +27,641	+8%	+$1.29M	1.05%	24
2025 Q3	$16.9M	Buy	359,899 +48,262	+15%	+$2.33M	1.68%	13
2025 Q2	$15.2M	Buy	311,637 +150,791	+94%	+$7.31M	1.72%	14
2025 Q1	$8.35M	Buy	160,846 +94,601	+143%	+$4.86M	1.05%	22
2024 Q4	$3.19M	Buy	66,245 +19,813	+43%	+$952K	0.47%	39
2024 Q3	$2.19M	Buy	46,432 +8,796	+23%	+$416K	0.35%	46
2024 Q2	$1.81M	Buy	37,636 +16,850	+81%	+$787K	0.33%	42
2024 Q1	$987K	Buy	+20,786	New	+$934K	0.19%	65
2020 Q3	–	Sell	-37,000	Closed	-$913K	–	69
2020 Q2	$913K	Buy	+37,000	New	+$907K	0.88%	24

Other funds holding AMLP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

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

Aprio Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 0.23% in Q3 2026, selling an estimated $52.8K and leaving 426,750 shares worth $22.1M. The position accounts for 1.01% of the portfolio, ranked #28.

Aprio Wealth Management first reported a position in AMLP in Q2 2020 and has held it in 12 quarters since. The position peaked at $22.2M in Q2 2026. 344 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Aprio Wealth Management held 426,750 shares of Alerian MLP ETF worth $22.1M as of Q3 2026.
Aprio Wealth Management sold 969 Alerian MLP ETF shares in Q3 2026, an estimated $52.8K.
Alerian MLP ETF made up 1.01% of Aprio Wealth Management's portfolio in Q3 2026, its #28 holding.
Aprio Wealth Management first reported a position in Alerian MLP ETF in Q2 2020 and has held it in 12 quarters since.
Aprio Wealth Management's Alerian MLP ETF position peaked at $22.2M in Q2 2026.
344 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.