Congress Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Congress Asset 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 Q3	$2.87M	Sell	55,269 -2,342	-4%	-$128K	0.02%	282
2026 Q2	$2.99M	Sell	57,611 -2,965	-5%	-$156K	0.02%	271
2026 Q1	$3.19M	Sell	60,576 -9,794	-14%	-$499K	0.02%	272
2025 Q4	$3.31M	Sell	70,370 -3,933	-5%	-$184K	0.02%	255
2025 Q3	$3.49M	Sell	74,303 -1,350	-2%	-$65.3K	0.02%	251
2025 Q2	$3.7M	Sell	75,653 -6,995	-8%	-$339K	0.03%	247
2025 Q1	$4.29M	Sell	82,648 -2,627	-3%	-$135K	0.03%	237
2024 Q4	$4.11M	Sell	85,275 -4,843	-5%	-$233K	0.03%	243
2024 Q3	$4.25M	Sell	90,118 -9,602	-10%	-$454K	0.03%	234
2024 Q2	$4.78M	Sell	99,720 -7,272	-7%	-$340K	0.03%	229
2024 Q1	$5.08M	Sell	106,992 -6,085	-5%	-$273K	0.04%	226
2023 Q4	$4.81M	Sell	113,077 -20,582	-15%	-$873K	0.04%	238
2023 Q3	$5.64M	Sell	133,659 -16,788	-11%	-$689K	0.05%	205
2023 Q2	$5.9M	Sell	150,447 -17,418	-10%	-$675K	0.05%	205
2023 Q1	$6.49M	Sell	167,865 -40,563	-19%	-$1.59M	0.06%	193
2022 Q4	$7.93M	Buy	+208,428	New	+$8.19M	0.08%	174

Other funds holding AMLP

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Congress Asset Management's AMLP Position: Q3 2026 in Review

Congress Asset Management reduced its Alerian MLP ETF (AMLP) stake by 4.1% in Q3 2026, selling an estimated $128K and leaving 55,269 shares worth $2.87M. The position accounts for 0.02% of the portfolio, ranked #282.

Congress Asset Management first reported a position in AMLP in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.93M in Q4 2022. 25 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Congress Asset Management held 55,269 shares of Alerian MLP ETF worth $2.87M as of Q3 2026.
Congress Asset Management sold 2,342 Alerian MLP ETF shares in Q3 2026, an estimated $128K.
Alerian MLP ETF made up 0.02% of Congress Asset Management's portfolio in Q3 2026, its #282 holding.
Congress Asset Management first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 16 quarters since.
Congress Asset Management's Alerian MLP ETF position peaked at $7.93M in Q4 2022.
25 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.