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Boyce & Associates Wealth Consulting’s Alerian MLP ETF AMLP Stock Holding History

Boyce & Associates Wealth Consulting’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 		– Sell
-30,166
Closed -$1.56M – 80
2026
Q2 		$1.56M Buy
30,166
+865
+3% +$45.4K 1.08% 23
2026
Q1 		$1.54M Sell
29,301
-2,383
-8% -$121K 1.17% 21
2025
Q4 		$1.49M Buy
31,684
+9
+0% +$421 1.25% 20
2025
Q3 		$1.49M Buy
31,675
+3,559
+13% +$172K 1.22% 19
2025
Q2 		$1.37M Buy
28,116
+1,212
+5% +$58.8K 1.25% 20
2025
Q1 		$1.4M Buy
26,904
+1,918
+8% +$98.5K 1.4% 16
2024
Q4 		$1.2M Buy
24,986
+4,062
+19% +$195K 1.22% 17
2024
Q3 		$986K Buy
20,924
+1,007
+5% +$47.6K 1.02% 18
2024
Q2 		$956K Buy
19,917
+4,232
+27% +$198K 1.12% 16
2024
Q1 		$744K Buy
15,685
+2,078
+15% +$93.3K 0.96% 20
2023
Q4 		$579K Buy
13,607
+511
+4% +$21.7K 0.84% 23
2023
Q3 		$553K Buy
13,096
+615
+5% +$25.2K 0.92% 22
2023
Q2 		$489K Sell
12,481
-8,946
-42% -$347K 0.82% 22
2023
Q1 		$834K Buy
+21,427
New +$840K 1.49% 17

Other funds holding AMLP

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
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
SFWA
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
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Boyce & Associates Wealth Consulting's AMLP Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting sold out of Alerian MLP ETF (AMLP) in Q3 2026, closing a stake of 30,166 shares — an estimated $1.56M sold.

Boyce & Associates Wealth Consulting first reported a position in AMLP in Q1 2023 and held it in 14 quarters. The position peaked at $1.56M in Q2 2026. 100 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Boyce & Associates Wealth Consulting reported no remaining Alerian MLP ETF position as of Q3 2026 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 30,166 Alerian MLP ETF shares in Q3 2026, an estimated $1.56M.
  • Boyce & Associates Wealth Consulting first reported a position in Alerian MLP ETF in Q1 2023 and held it in 14 quarters.
  • Boyce & Associates Wealth Consulting's Alerian MLP ETF position peaked at $1.56M in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.