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Farther Finance Advisors’s Alerian MLP ETF AMLP Stock Holding History

Farther Finance 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 		$4.47M Buy
86,125
+29,646
+52% +$1.61M 0.03% 470
2026
Q2 		$2.93M Buy
56,479
+9,207
+19% +$483K 0.02% 580
2026
Q1 		$2.46M Buy
47,272
+9,918
+27% +$505K 0.02% 559
2025
Q4 		$1.76M Buy
37,354
+4,210
+13% +$197K 0.02% 636
2025
Q3 		$1.56M Buy
33,144
+13,436
+68% +$650K 0.02% 543
2025
Q2 		$963K Sell
19,708
-124
-0.6% -$6.01K 0.02% 605
2025
Q1 		$1.04M Buy
19,832
+1,210
+6% +$62.1K 0.03% 486
2024
Q4 		$897K Sell
18,622
-1,046
-5% -$50.3K 0.03% 398
2024
Q3 		$927K Buy
19,668
+16,560
+533% +$783K 0.03% 372
2024
Q2 		$150K Buy
3,108
+1,538
+98% +$71.9K 0.01% 964
2024
Q1 		$74.6K Sell
1,570
-187
-11% -$8.4K ﹤0.01% 1045
2023
Q4 		$74.7K Buy
1,757
+1,099
+167% +$46.6K 0.01% 896
2023
Q3 		$27.8K Hold
658
– – ﹤0.01% 990
2023
Q2 		$25.8K Hold
658
– – 0.01% 909
2023
Q1 		$25.4K Hold
658
– – 0.01% 827
2022
Q4 		$25.1K Buy
+658
New +$25.9K 0.01% 663

Other funds holding AMLP

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors's AMLP Position: Q3 2026 in Review

Farther Finance Advisors increased its Alerian MLP ETF (AMLP) stake by 52% in Q3 2026, buying an estimated $1.61M and bringing the position to 86,125 shares worth $4.47M. The position accounts for 0.03% of the portfolio, ranked #470.

Farther Finance Advisors first reported a position in AMLP in Q4 2022 and has held it in 16 quarters since. 27 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Farther Finance Advisors held 86,125 shares of Alerian MLP ETF worth $4.47M as of Q3 2026.
  • Farther Finance Advisors bought 29,646 Alerian MLP ETF shares in Q3 2026, an estimated $1.61M.
  • Alerian MLP ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #470 holding.
  • Farther Finance Advisors first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 16 quarters since.
  • 27 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.