Ergawealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Ergawealth Advisors’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	$440K	Sell	8,480 -99	-1%	-$5.39K	0.17%	34
2026 Q2	$445K	Sell	8,579 -375	-4%	-$19.7K	0.17%	33
2026 Q1	$471K	Buy	8,954 +243	+3%	+$12.4K	0.21%	31
2025 Q4	$410K	Buy	8,711 +110	+1%	+$5.15K	0.19%	34
2025 Q3	$404K	Buy	8,601 +164	+2%	+$7.93K	0.19%	35
2025 Q2	$412K	Buy	8,437 +250	+3%	+$12.1K	0.19%	50
2025 Q1	$425K	Buy	8,187 +178	+2%	+$9.14K	0.21%	42
2024 Q4	$386K	Buy	+8,009	New	+$385K	0.19%	48

Other funds holding AMLP

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Ergawealth Advisors's AMLP Position: Q3 2026 in Review

Ergawealth Advisors reduced its Alerian MLP ETF (AMLP) stake by 1.2% in Q3 2026, selling an estimated $5.39K and leaving 8,480 shares worth $440K. The position accounts for 0.17% of the portfolio, ranked #34.

Ergawealth Advisors first reported a position in AMLP in Q4 2024 and has held it in 8 quarters since. The position peaked at $471K in Q1 2026. 499 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Ergawealth Advisors held 8,480 shares of Alerian MLP ETF worth $440K as of Q3 2026.
Ergawealth Advisors sold 99 Alerian MLP ETF shares in Q3 2026, an estimated $5.39K.
Alerian MLP ETF made up 0.17% of Ergawealth Advisors's portfolio in Q3 2026, its #34 holding.
Ergawealth Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 8 quarters since.
Ergawealth Advisors's Alerian MLP ETF position peaked at $471K in Q1 2026.
499 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.