Avidian Wealth Enterprises
AMLP icon

Avidian Wealth Enterprises’s Alerian MLP ETF AMLP Stock Holding History

Avidian Wealth Enterprises’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 		$3.01M Buy
58,047
+4,534
+8% +$247K 0.08% 154
2026
Q2 		$2.77M Buy
53,513
+580
+1% +$30.4K 0.08% 162
2026
Q1 		$2.79M Buy
52,933
+4,201
+9% +$214K 0.09% 143
2025
Q4 		$2.29M Buy
48,732
+11,230
+30% +$526K 0.08% 129
2025
Q3 		$1.76M Buy
37,502
+12,754
+52% +$617K 0.07% 155
2025
Q2 		$1.21M Buy
24,748
+7,863
+47% +$381K 0.05% 182
2025
Q1 		$877K Sell
16,885
-105
-0.6% -$5.39K 0.04% 214
2024
Q4 		$818K Buy
16,990
+771
+5% +$37.1K 0.04% 218
2024
Q3 		$764K Buy
16,219
+265
+2% +$12.5K 0.03% 224
2024
Q2 		$765K Buy
15,954
+2,813
+21% +$131K 0.03% 220
2024
Q1 		$624K Sell
13,141
-1,341
-9% -$60.2K 0.03% 233
2023
Q4 		$616K Buy
14,482
+589
+4% +$25K 0.04% 226
2023
Q3 		$586K Buy
13,893
+793
+6% +$32.5K 0.04% 229
2023
Q2 		$514K Buy
13,100
+1,128
+9% +$43.7K 0.03% 261
2023
Q1 		$463K Buy
11,972
+104
+0.9% +$4.08K 0.03% 304
2022
Q4 		$452K Buy
11,868
+6,264
+112% +$246K 0.03% 291
2022
Q3 		$205K Buy
+5,604
New +$213K 0.01% 391
2017
Q1 		– Sell
-2,515
Closed -$158K – 86
2016
Q4 		$158K Buy
2,515
+284
+13% +$17.5K 0.07% 81
2016
Q3 		$142K Hold
2,231
– – 0.06% 73
2016
Q2 		$142K Sell
2,231
-942
-30% -$56.8K 0.05% 68
2016
Q1 		$173K Buy
+3,173
New +$161K 0.09% 78
2015
Q4 		– Sell
-2,287
Closed -$143K – 51
2015
Q3 		$143K Buy
2,287
+248
+12% +$18K 0.09% 31
2015
Q2 		$159K Buy
+2,039
New +$170K 0.07% 37

Other funds holding AMLP

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Avidian Wealth Enterprises's AMLP Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Alerian MLP ETF (AMLP) stake by 8.5% in Q3 2026, buying an estimated $247K and bringing the position to 58,047 shares worth $3.01M. The position accounts for 0.08% of the portfolio, ranked #154.

Avidian Wealth Enterprises first reported a position in AMLP in Q2 2015 and has held it in 23 quarters since. 206 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Avidian Wealth Enterprises held 58,047 shares of Alerian MLP ETF worth $3.01M as of Q3 2026.
  • Avidian Wealth Enterprises bought 4,534 Alerian MLP ETF shares in Q3 2026, an estimated $247K.
  • Alerian MLP ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #154 holding.
  • Avidian Wealth Enterprises first reported a position in Alerian MLP ETF in Q2 2015 and has held it in 23 quarters since.
  • 206 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.