Elevation Wealth Partners
AMLP icon

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

Elevation 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 		$89.9K Buy
1,733
+24
+1% +$1.31K 0.03% 218
2026
Q2 		$88.6K Sell
1,709
-120
-7% -$6.3K 0.03% 205
2026
Q1 		$96.3K Sell
1,829
-154
-8% -$7.84K 0.03% 173
2025
Q4 		$93.3K Sell
1,983
-73
-4% -$3.42K 0.03% 174
2025
Q3 		$96.5K Buy
2,056
+30
+1% +$1.45K 0.03% 179
2025
Q2 		$99K Buy
2,026
+29
+1% +$1.41K 0.04% 176
2025
Q1 		$104K Sell
1,997
-270
-12% -$13.9K 0.04% 167
2024
Q4 		$109K Buy
2,267
+42
+2% +$2.02K 0.05% 159
2024
Q3 		$105K Buy
2,225
+45
+2% +$2.13K 0.05% 157
2024
Q2 		$105K Buy
2,180
+39
+2% +$1.82K 0.05% 154
2024
Q1 		$102K Buy
2,141
+71
+3% +$3.19K 0.05% 161
2023
Q4 		$87.4K Hold
2,070
– – 0.05% 162
2023
Q3 		$87.4K Sell
2,070
-526
-20% -$21.6K 0.08% 104
2023
Q2 		$102K Sell
2,596
-98
-4% -$3.8K 0.09% 99
2023
Q1 		$104K Buy
+2,694
New +$106K 0.1% 96

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School Employees Retirement Board of Ohio
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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
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

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

Elevation Wealth Partners increased its Alerian MLP ETF (AMLP) stake by 1.4% in Q3 2026, buying an estimated $1.31K and bringing the position to 1,733 shares worth $89.9K. The position accounts for 0.03% of the portfolio, ranked #218.

Elevation Wealth Partners first reported a position in AMLP in Q1 2023 and has held it in 15 quarters since. The position peaked at $109K in Q4 2024. 313 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Elevation Wealth Partners held 1,733 shares of Alerian MLP ETF worth $89.9K as of Q3 2026.
  • Elevation Wealth Partners bought 24 Alerian MLP ETF shares in Q3 2026, an estimated $1.31K.
  • Alerian MLP ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #218 holding.
  • Elevation Wealth Partners first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Alerian MLP ETF position peaked at $109K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.