Castleview Partners
AMLP icon

Castleview Partners’s Alerian MLP ETF AMLP Stock Holding History

Castleview Partners’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 		$550K Buy
10,603
+674
+7% +$36.7K 0.24% 99
2026
Q2 		$515K Buy
9,929
+425
+4% +$22.3K 0.23% 110
2026
Q1 		$500K Buy
9,504
+1,972
+26% +$100K 0.26% 88
2025
Q4 		$354K Sell
7,532
-116
-2% -$5.43K 0.18% 120
2025
Q3 		$359K Buy
7,648
+1,857
+32% +$89.8K 0.19% 105
2025
Q2 		$283K Buy
5,791
+365
+7% +$17.7K 0.18% 136
2025
Q1 		$282K Sell
5,426
-6,157
-53% -$316K 0.19% 132
2024
Q4 		$564K Buy
11,583
+6,352
+121% +$305K 0.3% 81
2024
Q3 		$247K Buy
5,231
+2,073
+66% +$98K 0.14% 153
2024
Q2 		$152K Sell
3,158
-129
-4% -$6.03K 0.09% 197
2024
Q1 		$156K Sell
3,287
-2,362
-42% -$106K 0.09% 203
2023
Q4 		$240K Sell
5,649
-3,367
-37% -$143K 0.17% 124
2023
Q3 		$380K Sell
9,016
-245
-3% -$10.1K 0.35% 60
2023
Q2 		$363K Buy
9,261
+174
+2% +$6.75K 0.33% 67
2023
Q1 		$351K Buy
9,087
+20
+0.2% +$784 0.31% 78
2022
Q4 		$345K Sell
9,067
-108
-1% -$4.25K 0.34% 73
2022
Q3 		$335K Sell
9,175
-1,944
-17% -$74K 0.32% 74
2022
Q2 		$233K Sell
11,119
-2,231
-17% -$85.6K 0.19% 120
2022
Q1 		$511K Buy
+13,350
New +$491K 0.32% 60
2021
Q2 		$985K Buy
+27,061
New +$929K 0.43% 45
2018
Q1 		$145K Buy
+3,094
New +$165K 0.12% 111

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TRUE Private Wealth Advisors
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Wealth Enhancement Advisory Services
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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

Castleview Partners's AMLP Position: Q3 2026 in Review

Castleview Partners increased its Alerian MLP ETF (AMLP) stake by 6.8% in Q3 2026, buying an estimated $36.7K and bringing the position to 10,603 shares worth $550K. The position accounts for 0.24% of the portfolio, ranked #99.

Castleview Partners first reported a position in AMLP in Q1 2018 and has held it in 21 quarters since. The position peaked at $985K in Q2 2021. 195 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Castleview Partners held 10,603 shares of Alerian MLP ETF worth $550K as of Q3 2026.
  • Castleview Partners bought 674 Alerian MLP ETF shares in Q3 2026, an estimated $36.7K.
  • Alerian MLP ETF made up 0.24% of Castleview Partners's portfolio in Q3 2026, its #99 holding.
  • Castleview Partners first reported a position in Alerian MLP ETF in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's Alerian MLP ETF position peaked at $985K in Q2 2021.
  • 195 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.