Fortress Financial Solutions
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Fortress Financial Solutions’s Alerian MLP ETF AMLP Stock Holding History

Fortress Financial Solutions’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 		$1.2M Buy
+23,207
New +$1.26M 1.02% 23
2026
Q1 		$979K Buy
+18,606
New +$948K 1.02% 24

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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
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Fortress Financial Solutions's AMLP Position: Q3 2026 in Review

Fortress Financial Solutions opened a new position in Alerian MLP ETF (AMLP) in Q3 2026: 23,207 shares worth $1.2M. The stake represents 1.02% of the portfolio and ranks #23 among its holdings. This is a return to the name: Fortress Financial Solutions previously reported a position in AMLP as recently as Q1 2026.

Fortress Financial Solutions first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Fortress Financial Solutions held 23,207 shares of Alerian MLP ETF worth $1.2M as of Q3 2026.
  • Alerian MLP ETF was a new Fortress Financial Solutions position in Q3 2026.
  • Alerian MLP ETF made up 1.02% of Fortress Financial Solutions's portfolio in Q3 2026, its #23 holding.
  • Fortress Financial Solutions first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Fortress Financial Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.