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 Q3	$16.9K	Hold	325	–	–	﹤0.01%	191
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

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

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

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

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

CGC Financial Services's AMLP Position: Q3 2026 in Review

CGC Financial Services held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 325 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

CGC Financial Services first reported a position in AMLP in Q2 2023 and has held it in 14 quarters since. The position peaked at $17.1K in Q1 2026. 206 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

CGC Financial Services held 325 shares of Alerian MLP ETF worth $16.9K as of Q3 2026.
CGC Financial Services left its Alerian MLP ETF share count unchanged in Q3 2026.
Alerian MLP ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #191 holding.
CGC Financial Services first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Alerian MLP ETF position peaked at $17.1K in Q1 2026.
206 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.