Cyndeo Wealth Partners
AMLP icon

Cyndeo Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Cyndeo Wealth 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 		$5.68M Buy
109,456
+183
+0.2% +$10K 0.26% 99
2026
Q2 		$5.67M Buy
109,273
+156
+0.1% +$8.19K 0.27% 98
2026
Q1 		$5.74M Buy
109,117
+184
+0.2% +$9.37K 0.3% 90
2025
Q4 		$5.12M Buy
108,933
+6,205
+6% +$290K 0.28% 91
2025
Q3 		$4.82M Sell
102,728
-211
-0.2% -$10.2K 0.27% 97
2025
Q2 		$5.03M Sell
102,939
-1,981
-2% -$96.1K 0.3% 94
2025
Q1 		$5.45M Sell
104,920
-1,774
-2% -$91.1K 0.36% 86
2024
Q4 		$5.14M Buy
106,694
+42,290
+66% +$2.03M 0.35% 85
2024
Q3 		$3.04M Buy
64,404
+2,105
+3% +$100K 0.21% 126
2024
Q2 		$2.99M Buy
62,299
+1,867
+3% +$87.2K 0.23% 123
2024
Q1 		$2.87M Buy
60,432
+13,838
+30% +$622K 0.24% 120
2023
Q4 		$1.98M Buy
46,594
+3,579
+8% +$152K 0.18% 142
2023
Q3 		$1.82M Buy
43,015
+176
+0.4% +$7.22K 0.19% 132
2023
Q2 		$1.68M Sell
42,839
-4,873
-10% -$189K 0.18% 139
2023
Q1 		$1.84M Buy
47,712
+5,369
+13% +$210K 0.2% 134
2022
Q4 		$1.61M Buy
+42,343
New +$1.66M 0.19% 137

Other funds holding AMLP

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
RCI
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
SFS
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
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Cyndeo Wealth Partners's AMLP Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Alerian MLP ETF (AMLP) stake by 0.17% in Q3 2026, buying an estimated $10K and bringing the position to 109,456 shares worth $5.68M. The position accounts for 0.26% of the portfolio, ranked #99.

Cyndeo Wealth Partners first reported a position in AMLP in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.74M in Q1 2026. 158 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Cyndeo Wealth Partners held 109,456 shares of Alerian MLP ETF worth $5.68M as of Q3 2026.
  • Cyndeo Wealth Partners bought 183 Alerian MLP ETF shares in Q3 2026, an estimated $10K.
  • Alerian MLP ETF made up 0.26% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #99 holding.
  • Cyndeo Wealth Partners first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Alerian MLP ETF position peaked at $5.74M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.