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

Forte 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 Q3	$2.85M	Sell	54,894 -4,829	-8%	-$263K	1.15%	37
2026 Q2	$3.1M	Buy	59,723 +121	+0.2%	+$6.35K	1.27%	33
2026 Q1	$3.14M	Buy	59,602 +1,488	+3%	+$75.8K	1.38%	29
2025 Q4	$2.73M	Buy	58,114 +761	+1%	+$35.6K	1.24%	29
2025 Q3	$2.69M	Sell	57,353 -314	-0.5%	-$15.2K	1.3%	27
2025 Q2	$2.82M	Sell	57,667 -638	-1%	-$30.9K	1.44%	27
2025 Q1	$3.03M	Buy	58,305 +990	+2%	+$50.8K	1.53%	24
2024 Q4	$2.76M	Sell	57,315 -4,803	-8%	-$231K	1.47%	26
2024 Q3	$2.93M	Sell	62,118 -7,233	-10%	-$342K	1.56%	25
2024 Q2	$3.33M	Buy	69,351 +153	+0.2%	+$7.15K	1.96%	19
2024 Q1	$3.28M	Buy	69,198 +3,490	+5%	+$157K	1.99%	21
2023 Q4	$2.79M	Sell	65,708 -1,933	-3%	-$82K	1.91%	19
2023 Q3	$2.85M	Sell	67,641 -9,738	-13%	-$400K	1.92%	22
2023 Q2	$3.03M	Sell	77,379 -11,085	-13%	-$430K	1.97%	20
2023 Q1	$3.42M	Sell	88,464 -7,242	-8%	-$284K	2.26%	16
2022 Q4	$3.64M	Buy	95,706 +3,879	+4%	+$153K	2.37%	17
2022 Q3	$3.36M	Sell	91,827 -9,177	-9%	-$349K	2.23%	15
2022 Q2	$3.48M	Buy	+101,004	New	+$3.88M	2.41%	13

Other funds holding AMLP

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Forte Asset Management's AMLP Position: Q3 2026 in Review

Forte Asset Management reduced its Alerian MLP ETF (AMLP) stake by 8.1% in Q3 2026, selling an estimated $263K and leaving 54,894 shares worth $2.85M. The position accounts for 1.15% of the portfolio, ranked #37.

Forte Asset Management first reported a position in AMLP in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.64M in Q4 2022. 189 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Forte Asset Management held 54,894 shares of Alerian MLP ETF worth $2.85M as of Q3 2026.
Forte Asset Management sold 4,829 Alerian MLP ETF shares in Q3 2026, an estimated $263K.
Alerian MLP ETF made up 1.15% of Forte Asset Management's portfolio in Q3 2026, its #37 holding.
Forte Asset Management first reported a position in Alerian MLP ETF in Q2 2022 and has held it in 18 quarters since.
Forte Asset Management's Alerian MLP ETF position peaked at $3.64M in Q4 2022.
189 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.