GoalVest Advisory’s Alerian MLP ETF AMLP Stock Holding History

GoalVest Advisory’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	$1.39M	Buy	26,805 +404	+2%	+$22K	0.24%	54
2026 Q2	$1.37M	Buy	26,401 +149	+0.6%	+$7.82K	0.25%	51
2026 Q1	$1.38M	Sell	26,252 -2,902	-10%	-$148K	0.27%	63
2025 Q4	$1.37M	Sell	29,154 -3,690	-11%	-$173K	0.26%	64
2025 Q3	$1.54M	Buy	32,844 +2,712	+9%	+$131K	0.33%	57
2025 Q2	$1.47M	Buy	30,132 +509	+2%	+$24.7K	0.36%	49
2025 Q1	$1.54M	Buy	29,623 +4,909	+20%	+$252K	0.42%	45
2024 Q4	$1.19M	Buy	24,714 +271	+1%	+$13K	0.33%	56
2024 Q3	$1.15M	Buy	24,443 +1,907	+8%	+$90.2K	0.33%	56
2024 Q2	$1.08M	Buy	+22,536	New	+$1.05M	0.35%	53

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

SMH

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

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

GoalVest Advisory's AMLP Position: Q3 2026 in Review

GoalVest Advisory increased its Alerian MLP ETF (AMLP) stake by 1.5% in Q3 2026, buying an estimated $22K and bringing the position to 26,805 shares worth $1.39M. The position accounts for 0.24% of the portfolio, ranked #54.

GoalVest Advisory first reported a position in AMLP in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.54M in Q3 2025. 160 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

GoalVest Advisory held 26,805 shares of Alerian MLP ETF worth $1.39M as of Q3 2026.
GoalVest Advisory bought 404 Alerian MLP ETF shares in Q3 2026, an estimated $22K.
Alerian MLP ETF made up 0.24% of GoalVest Advisory's portfolio in Q3 2026, its #54 holding.
GoalVest Advisory first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 10 quarters since.
GoalVest Advisory's Alerian MLP ETF position peaked at $1.54M in Q3 2025.
160 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.