Endowment Wealth Management
AMLP icon

Endowment Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Endowment Wealth Management’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 		$681K Buy
13,129
+320
+2% +$17.4K 0.23% 81
2026
Q2 		$664K Buy
12,809
+293
+2% +$15.4K 0.26% 72
2026
Q1 		$659K Sell
12,516
-2,991
-19% -$152K 0.29% 67
2025
Q4 		$729K Buy
15,507
+1,197
+8% +$56K 0.34% 63
2025
Q3 		$672K Buy
14,310
+692
+5% +$33.5K 0.3% 70
2025
Q2 		$665K Sell
13,618
-127
-0.9% -$6.16K 0.34% 61
2025
Q1 		$714K Sell
13,745
-1,924
-12% -$98.8K 0.46% 55
2024
Q4 		$755K Buy
15,669
+620
+4% +$29.8K 0.51% 52
2024
Q3 		$709K Buy
15,049
+590
+4% +$27.9K 0.47% 54
2024
Q2 		$694K Buy
14,459
+268
+2% +$12.5K 0.51% 53
2024
Q1 		$673K Sell
14,191
-2,016
-12% -$90.6K 0.5% 50
2023
Q4 		$689K Buy
16,207
+121
+0.8% +$5.13K 0.57% 43
2023
Q3 		$679K Buy
16,086
+316
+2% +$13K 0.61% 43
2023
Q2 		$618K Buy
15,770
+175
+1% +$6.79K 0.57% 44
2023
Q1 		$598K Buy
15,595
+1,337
+9% +$52.4K 0.6% 40
2022
Q4 		$543K Sell
14,258
-184
-1% -$7.23K 0.6% 38
2022
Q3 		$528K Buy
14,442
+122
+0.9% +$4.64K 0.64% 39
2022
Q2 		$493K Buy
14,320
+337
+2% +$12.9K 0.59% 44
2022
Q1 		$536K Sell
13,983
-6,052
-30% -$223K 0.56% 41
2021
Q4 		$656K Buy
+20,035
New +$679K 0.66% 30

Other funds holding AMLP

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

Endowment Wealth Management's AMLP Position: Q3 2026 in Review

Endowment Wealth Management increased its Alerian MLP ETF (AMLP) stake by 2.5% in Q3 2026, buying an estimated $17.4K and bringing the position to 13,129 shares worth $681K. The position accounts for 0.23% of the portfolio, ranked #81.

Endowment Wealth Management first reported a position in AMLP in Q4 2021 and has held it in 20 quarters since. The position peaked at $755K in Q4 2024. 388 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Endowment Wealth Management held 13,129 shares of Alerian MLP ETF worth $681K as of Q3 2026.
  • Endowment Wealth Management bought 320 Alerian MLP ETF shares in Q3 2026, an estimated $17.4K.
  • Alerian MLP ETF made up 0.23% of Endowment Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Endowment Wealth Management first reported a position in Alerian MLP ETF in Q4 2021 and has held it in 20 quarters since.
  • Endowment Wealth Management's Alerian MLP ETF position peaked at $755K in Q4 2024.
  • 388 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.