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CGC Financial Services’s Alerian MLP ETF AMLP Stock Holding History

CGC Financial Services’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 		$16.9K Hold
325
– – ﹤0.01% 194
2026
Q1 		$17.1K Hold
325
– – ﹤0.01% 182
2025
Q4 		$15.3K Hold
325
– – ﹤0.01% 200
2025
Q3 		$15.3K Hold
325
– – ﹤0.01% 197
2025
Q2 		$15.9K Hold
325
– – 0.01% 186
2025
Q1 		$16.9K Hold
325
– – 0.01% 175
2024
Q4 		$15.7K Sell
325
-22
-6% -$1.06K 0.01% 178
2024
Q3 		$16.4K Buy
347
+22
+7% +$1.04K 0.01% 173
2024
Q2 		$15.6K Hold
325
– – 0.01% 174
2024
Q1 		$15.4K Hold
325
– – 0.01% 177
2023
Q4 		$13.8K Hold
325
– – 0.01% 196
2023
Q3 		$13.7K Hold
325
– – 0.01% 156
2023
Q2 		$12.7K Buy
+325
New +$12.6K 0.01% 165

Other funds holding AMLP

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

CGC Financial Services's AMLP Position: Q2 2026 in Review

CGC Financial Services held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 325 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

CGC Financial Services first reported a position in AMLP in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.1K in Q1 2026. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • CGC Financial Services held 325 shares of Alerian MLP ETF worth $16.9K as of Q2 2026.
  • CGC Financial Services left its Alerian MLP ETF share count unchanged in Q2 2026.
  • Alerian MLP ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #194 holding.
  • CGC Financial Services first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Alerian MLP ETF position peaked at $17.1K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.