Carlton Hofferkamp & Jenks Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Carlton Hofferkamp & Jenks 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 Q2	$255K	Hold	4,650	–	–	0.08%	131
2026 Q1	$242K	Hold	4,650	–	–	0.08%	127
2025 Q4	$219K	Hold	4,650	–	–	0.07%	132
2025 Q3	$218K	Sell	4,650 -500	-10%	-$24.2K	0.07%	135
2025 Q2	$256K	Sell	5,150 -600	-10%	-$29.1K	0.09%	125
2025 Q1	$277K	Hold	5,750	–	–	0.11%	114
2024 Q4	$305K	Hold	5,750	–	–	0.11%	115
2024 Q3	$269K	Hold	5,750	–	–	0.1%	123
2024 Q2	$278K	Hold	5,750	–	–	0.11%	118
2024 Q1	$272K	Hold	5,750	–	–	0.11%	113
2023 Q4	$251K	Hold	5,750	–	–	0.1%	118
2023 Q3	$244K	Buy	5,750 +700	+14%	+$28.7K	0.11%	113
2023 Q2	$207K	Sell	5,050 -200	-4%	-$7.76K	0.09%	127
2023 Q1	$201K	Hold	5,250	–	–	0.09%	128
2022 Q4	$215K	Buy	+5,250	New	+$206K	0.09%	129
2020 Q2	–	Sell	-2,600	Closed	-$68K	–	104
2020 Q1	$68K	Hold	2,600	–	–	0.04%	100
2019 Q4	$107K	Sell	2,600 -360	-12%	-$15.1K	0.06%	99
2019 Q3	$130K	Hold	2,960	–	–	0.08%	93
2019 Q2	$149K	Hold	2,960	–	–	0.09%	96
2019 Q1	$148K	Hold	2,960	–	–	0.09%	90
2018 Q4	$129K	Buy	2,960 +60	+2%	+$2.94K	0.09%	82
2018 Q3	$154K	Hold	2,900	–	–	0.09%	87
2018 Q2	$149K	Hold	2,900	–	–	0.1%	85
2018 Q1	$134K	Sell	2,900 -200	-6%	-$10.7K	0.09%	85
2017 Q4	$167K	Sell	3,100 -2,000	-39%	-$107K	0.1%	88
2017 Q3	$286K	Buy	5,100 +1,600	+46%	+$91.5K	0.18%	81
2017 Q2	$209K	Hold	3,500	–	–	0.14%	82
2017 Q1	$222K	Hold	3,500	–	–	0.15%	80
2016 Q4	$220K	Hold	3,500	–	–	0.16%	77
2016 Q3	$222K	Buy	3,500 +1,200	+52%	+$75.9K	0.17%	76
2016 Q2	$146K	Hold	2,300	–	–	0.12%	77
2016 Q1	$125K	Hold	2,300	–	–	0.1%	74
2015 Q4	$139K	Buy	+2,300	New	+$144K	0.12%	71

Other funds holding AMLP

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's AMLP Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 4,650 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #131.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in AMLP in Q4 2015 and has held it in 33 quarters since. The position peaked at $305K in Q4 2024. 518 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 4,650 shares of Alerian MLP ETF worth $255K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.08% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #131 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Alerian MLP ETF in Q4 2015 and has held it in 33 quarters since.
Carlton Hofferkamp & Jenks Wealth Management's Alerian MLP ETF position peaked at $305K in Q4 2024.
518 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.