HBW Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

HBW Advisory Services’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	$234K	Sell	4,520 -99	-2%	-$5.39K	0.02%	403
2026 Q2	$239K	Buy	+4,619	New	+$242K	0.02%	423
2023 Q1	–	Sell	-5,426	Closed	-$207K	–	259
2022 Q4	$207K	Sell	5,426 -28,084	-84%	-$1.1M	0.05%	245
2022 Q3	$1.22M	Buy	+33,510	New	+$1.28M	0.34%	80
2021 Q3	–	Sell	-13,598	Closed	-$495K	–	246
2021 Q2	$495K	Buy	13,598 +813	+6%	+$27.9K	0.13%	152
2021 Q1	$390K	Buy	+12,785	New	+$373K	0.1%	160

Other funds holding AMLP

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

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

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HBW Advisory Services's AMLP Position: Q3 2026 in Review

HBW Advisory Services reduced its Alerian MLP ETF (AMLP) stake by 2.1% in Q3 2026, selling an estimated $5.39K and leaving 4,520 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #403.

HBW Advisory Services first reported a position in AMLP in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2022. 128 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

HBW Advisory Services held 4,520 shares of Alerian MLP ETF worth $234K as of Q3 2026.
HBW Advisory Services sold 99 Alerian MLP ETF shares in Q3 2026, an estimated $5.39K.
Alerian MLP ETF made up 0.02% of HBW Advisory Services's portfolio in Q3 2026, its #403 holding.
HBW Advisory Services first reported a position in Alerian MLP ETF in Q1 2021 and has held it in 6 quarters since.
HBW Advisory Services's Alerian MLP ETF position peaked at $1.22M in Q3 2022.
128 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.