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COWA LLC’s Alerian MLP ETF AMLP Stock Holding History

COWA LLC’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 		$3.95M Buy
76,162
+1,448
+2% +$78.8K 0.96% 24
2026
Q2 		$3.87M Sell
74,714
-433
-0.6% -$22.7K 0.97% 23
2026
Q1 		$3.96M Sell
75,147
-404
-0.5% -$20.6K 1.07% 21
2025
Q4 		$3.55M Sell
75,551
-3,374
-4% -$158K 1.08% 24
2025
Q3 		$3.7M Sell
78,925
-3,490
-4% -$169K 1.23% 20
2025
Q2 		$4.03M Sell
82,415
-8,549
-9% -$415K 1.53% 18
2025
Q1 		$4.72M Sell
90,964
-5,034
-5% -$258K 2.02% 14
2024
Q4 		$4.62M Sell
95,998
-49,874
-34% -$2.4M 2.13% 12
2024
Q3 		$6.88M Buy
145,872
+4,465
+3% +$211K 3.27% 6
2024
Q2 		$6.78M Sell
141,407
-2,454
-2% -$115K 3.62% 6
2024
Q1 		$6.83M Buy
143,861
+9,649
+7% +$433K 4.03% 4
2023
Q4 		$5.71M Buy
134,212
+14,183
+12% +$601K 3.56% 9
2023
Q3 		$5.06M Buy
120,029
+11,830
+11% +$485K 3.42% 10
2023
Q2 		$4.24M Sell
108,199
-57,372
-35% -$2.22M 2.79% 10
2023
Q1 		$2.98M Buy
165,571
+88,583
+115% +$3.47M 2.43% 11
2022
Q4 		$3.02M Buy
76,988
+2,327
+3% +$91.5K 1.88% 18
2022
Q3 		$2.73M Buy
74,661
+4,028
+6% +$153K 1.8% 15
2022
Q2 		$2.43M Buy
70,633
+18,305
+35% +$703K 1.4% 23
2022
Q1 		$2M Buy
52,328
+740
+1% +$27.2K 0.99% 28
2021
Q4 		$1.69M Buy
51,588
+3,553
+7% +$120K 0.85% 29
2021
Q3 		$1.6M Buy
48,035
+11,590
+32% +$387K 0.92% 25
2021
Q2 		$1.31M Buy
36,445
+2,939
+9% +$101K 0.82% 29
2021
Q1 		$1.04M Buy
33,506
+386
+1% +$11.3K 0.62% 35
2020
Q4 		$979K Buy
+33,120
New +$796K 0.75% 32

Other funds holding AMLP

AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

COWA LLC's AMLP Position: Q3 2026 in Review

COWA LLC increased its Alerian MLP ETF (AMLP) stake by 1.9% in Q3 2026, buying an estimated $78.8K and bringing the position to 76,162 shares worth $3.95M. The position accounts for 0.96% of the portfolio, ranked #24.

COWA LLC first reported a position in AMLP in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.88M in Q3 2024. 386 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • COWA LLC held 76,162 shares of Alerian MLP ETF worth $3.95M as of Q3 2026.
  • COWA LLC bought 1,448 Alerian MLP ETF shares in Q3 2026, an estimated $78.8K.
  • Alerian MLP ETF made up 0.96% of COWA LLC's portfolio in Q3 2026, its #24 holding.
  • COWA LLC first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 24 quarters since.
  • COWA LLC's Alerian MLP ETF position peaked at $6.88M in Q3 2024.
  • 386 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.