VALEN PRIVATE CAPITAL, LLC’s Alerian MLP ETF AMLP Stock Holding History

VALEN PRIVATE CAPITAL, 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	$6.37M	Buy	+122,860	New	+$6.69M	1.97%	18

Other funds holding AMLP

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

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

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's AMLP Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in Alerian MLP ETF (AMLP) in Q3 2026: 122,860 shares worth $6.37M. The stake represents 1.97% of the portfolio and ranks #18 among its holdings.

247 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 122,860 shares of Alerian MLP ETF worth $6.37M as of Q3 2026.
Alerian MLP ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
Alerian MLP ETF made up 1.97% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #18 holding.
247 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.