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DDFG Inc’s Alerian MLP ETF AMLP Stock Holding History

DDFG Inc’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 		$629K Buy
12,118
+234
+2% +$12.7K 0.12% 50
2026
Q2 		$616K Sell
11,884
-2,467
-17% -$129K 0.12% 54
2026
Q1 		$755K Buy
14,351
+775
+6% +$39.5K 0.16% 46
2025
Q4 		$638K Sell
13,576
-48
-0.4% -$2.25K 0.14% 48
2025
Q3 		$639K Sell
13,624
-4,098
-23% -$198K 0.15% 46
2025
Q2 		$866K Buy
17,722
+168
+1% +$8.15K 0.22% 39
2025
Q1 		$912K Buy
17,554
+4,457
+34% +$229K 0.25% 36
2024
Q4 		$631K Sell
13,097
-822
-6% -$39.5K 0.18% 42
2024
Q3 		$656K Buy
13,919
+105
+0.8% +$4.97K 0.19% 44
2024
Q2 		$663K Sell
13,814
-1,124
-8% -$52.5K 0.2% 41
2024
Q1 		$709K Buy
14,938
+1,308
+10% +$58.8K 0.23% 39
2023
Q4 		$580K Buy
13,630
+798
+6% +$33.8K 0.2% 41
2023
Q3 		$542K Buy
12,832
+1,443
+13% +$59.2K 0.2% 40
2023
Q2 		$447K Buy
11,389
+2,569
+29% +$100K 0.16% 45
2023
Q1 		$341K Sell
8,820
-1,087
-11% -$42.6K 0.13% 53
2022
Q4 		$377K Buy
+9,907
New +$390K 0.16% 45

Other funds holding AMLP

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

DDFG Inc's AMLP Position: Q3 2026 in Review

DDFG Inc increased its Alerian MLP ETF (AMLP) stake by 2% in Q3 2026, buying an estimated $12.7K and bringing the position to 12,118 shares worth $629K. The position accounts for 0.12% of the portfolio, ranked #50.

DDFG Inc first reported a position in AMLP in Q4 2022 and has held it in 16 quarters since. The position peaked at $912K in Q1 2025. 363 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • DDFG Inc held 12,118 shares of Alerian MLP ETF worth $629K as of Q3 2026.
  • DDFG Inc bought 234 Alerian MLP ETF shares in Q3 2026, an estimated $12.7K.
  • Alerian MLP ETF made up 0.12% of DDFG Inc's portfolio in Q3 2026, its #50 holding.
  • DDFG Inc first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's Alerian MLP ETF position peaked at $912K in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.