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

Daymark 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	$1.55M	Buy	29,910 +3,892	+15%	+$212K	0.04%	292
2026 Q2	$1.35M	Sell	26,018 -9,998	-28%	-$525K	0.03%	302
2026 Q1	$1.9M	Buy	36,016 +3,951	+12%	+$201K	0.06%	212
2025 Q4	$1.51M	Sell	32,065 -1,469	-4%	-$68.8K	0.05%	228
2025 Q3	$1.57M	Buy	33,534 +998	+3%	+$48.3K	0.05%	221
2025 Q2	$1.59M	Buy	32,536 +1,099	+3%	+$53.3K	0.06%	205
2025 Q1	$1.63M	Buy	+31,437	New	+$1.61M	0.07%	189

Other funds holding AMLP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Daymark Wealth Partners increased its Alerian MLP ETF (AMLP) stake by 15% in Q3 2026, buying an estimated $212K and bringing the position to 29,910 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #292.

Daymark Wealth Partners first reported a position in AMLP in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2026. 716 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Daymark Wealth Partners held 29,910 shares of Alerian MLP ETF worth $1.55M as of Q3 2026.
Daymark Wealth Partners bought 3,892 Alerian MLP ETF shares in Q3 2026, an estimated $212K.
Alerian MLP ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q3 2026, its #292 holding.
Daymark Wealth Partners first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 7 quarters since.
Daymark Wealth Partners's Alerian MLP ETF position peaked at $1.9M in Q1 2026.
716 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.