Formidable Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Formidable Asset 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 Q2	$1.4M	Buy	26,525 +16,800	+173%	+$882K	0.22%	98
2026 Q1	$457K	Sell	9,725 -475	-5%	-$24.2K	0.07%	244
2025 Q4	$479K	Buy	10,200 +50	+0.5%	+$2.34K	0.07%	261
2025 Q3	$496K	Buy	10,150 +1,350	+15%	+$65.3K	0.08%	235
2025 Q2	$457K	Hold	8,800	–	–	0.08%	241
2025 Q1	$457K	Buy	8,800 +1,930	+28%	+$99.1K	0.08%	241
2024 Q4	$331K	Buy	6,870 +1,985	+41%	+$95.4K	0.05%	289
2024 Q3	$230K	Buy	4,885 +450	+10%	+$21.3K	0.04%	329
2024 Q2	$213K	Buy	+4,435	New	+$207K	0.03%	362
2020 Q3	–	Sell	-9,052	Closed	-$219K	–	265
2020 Q2	$219K	Buy	9,052 +4,642	+105%	+$114K	0.06%	224
2020 Q1	$76K	Sell	4,410 -4,642	-51%	-$157K	0.03%	197
2019 Q4	$388K	Buy	9,052 +4,513	+99%	+$189K	0.12%	141
2019 Q3	$207K	Sell	4,539 -4,410	-49%	-$209K	0.19%	91
2019 Q2	$440K	Buy	+8,949	New	+$443K	0.15%	126
2019 Q1	–	Sell	-4,621	Closed	-$202K	–	191
2018 Q4	$202K	Sell	4,621 -1,290	-22%	-$63.3K	0.11%	84
2018 Q3	$320K	Buy	5,911 +1,290	+28%	+$69.6K	0.13%	97
2018 Q2	$233K	Hold	4,621	–	–	0.1%	91
2018 Q1	$216K	Hold	4,621	–	–	0.11%	86
2017 Q4	$249K	Hold	4,621	–	–	0.11%	94
2017 Q3	$259K	Hold	4,621	–	–	0.11%	163
2017 Q2	$276K	Hold	4,621	–	–	0.14%	129
2017 Q1	$287K	Buy	+4,621	New	+$297K	0.13%	148
2016 Q2	–	Sell	-21	Closed	-$1K	–	173
2016 Q1	$1K	Sell	21 -21	-50%	-$1.07K	﹤0.01%	473
2015 Q4	$2K	Hold	42	–	–	﹤0.01%	506
2015 Q3	$2K	Hold	42	–	–	﹤0.01%	562
2015 Q2	$3K	Hold	42	–	–	﹤0.01%	470
2015 Q1	$4K	Buy	+42	New	+$3.55K	﹤0.01%	439

Other funds holding AMLP

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Formidable Asset Management's AMLP Position: Q2 2026 in Review

Formidable Asset Management increased its Alerian MLP ETF (AMLP) stake by 173% in Q2 2026, buying an estimated $882K and bringing the position to 26,525 shares worth $1.4M. The position accounts for 0.22% of the portfolio, ranked #98.

Formidable Asset Management first reported a position in AMLP in Q1 2015 and has held it in 27 quarters since. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Formidable Asset Management held 26,525 shares of Alerian MLP ETF worth $1.4M as of Q2 2026.
Formidable Asset Management bought 16,800 Alerian MLP ETF shares in Q2 2026, an estimated $882K.
Alerian MLP ETF made up 0.22% of Formidable Asset Management's portfolio in Q2 2026, its #98 holding.
Formidable Asset Management first reported a position in Alerian MLP ETF in Q1 2015 and has held it in 27 quarters since.
127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.