Capstone Wealth Management Group (Oregon)’s Alerian MLP ETF AMLP Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$2.33M	Buy	44,872 +2,754	+7%	+$150K	1.37%	23
2026 Q2	$2.18M	Buy	42,118 +2,504	+6%	+$131K	1.32%	23
2026 Q1	$2.09M	Buy	39,614 +1,954	+5%	+$100K	1.28%	25
2025 Q4	$1.77M	Sell	37,660 -790	-2%	-$37K	1.07%	29
2025 Q3	$1.8M	Sell	38,450 -175	-0.5%	-$8.46K	1.15%	28
2025 Q2	$1.89M	Buy	+38,625	New	+$1.87M	1.37%	23

Other funds holding AMLP

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 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

RCI

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

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 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

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s AMLP Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Alerian MLP ETF (AMLP) stake by 6.5% in Q3 2026, buying an estimated $150K and bringing the position to 44,872 shares worth $2.33M. The position accounts for 1.37% of the portfolio, ranked #23.

Capstone Wealth Management Group (Oregon) first reported a position in AMLP in Q2 2025 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 44,872 shares of Alerian MLP ETF worth $2.33M as of Q3 2026.
Capstone Wealth Management Group (Oregon) bought 2,754 Alerian MLP ETF shares in Q3 2026, an estimated $150K.
Alerian MLP ETF made up 1.37% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #23 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Alerian MLP ETF in Q2 2025 and has held it in 6 quarters since.
189 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.