HFG Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

HFG Wealth 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	$803K	Hold	15,478	–	–	0.81%	22
2026 Q2	$803K	Sell	15,478 -19,571	-56%	-$1.03M	0.81%	22
2026 Q1	$1.84M	Buy	35,049 +225	+0.6%	+$11.5K	1.02%	25
2025 Q4	$1.64M	Buy	34,824 +1,945	+6%	+$91.1K	0.9%	25
2025 Q3	$1.54M	Buy	32,879 +457	+1%	+$22.1K	0.84%	27
2025 Q2	$1.68M	Sell	32,422 -1,062	-3%	-$51.5K	1.03%	23
2025 Q1	$1.61M	Buy	33,484 +754	+2%	+$38.7K	0.98%	24
2024 Q4	$1.54M	Buy	32,730 +1,699	+5%	+$81.7K	1%	24
2024 Q3	$1.49M	Hold	31,031	–	–	0.95%	24
2024 Q2	$1.49M	Buy	31,031 +1,450	+5%	+$67.8K	0.95%	24
2024 Q1	$1.4M	Sell	29,581 -598,299	-95%	-$26.9M	0.83%	21
2023 Q4	$26.7M	Buy	+627,880	New	+$26.6M	6.55%	3
2023 Q1	$25.7M	Buy	+665,100	New	+$26.1M	5.33%	4

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

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

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

HFG Wealth Management's AMLP Position: Q3 2026 in Review

HFG Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 15,478 shares worth $803K. The position accounts for 0.81% of the portfolio, ranked #22.

HFG Wealth Management first reported a position in AMLP in Q1 2023 and has held it in 13 quarters since. The position peaked at $26.7M in Q4 2023. 139 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

HFG Wealth Management held 15,478 shares of Alerian MLP ETF worth $803K as of Q3 2026.
HFG Wealth Management left its Alerian MLP ETF share count unchanged in Q3 2026.
Alerian MLP ETF made up 0.81% of HFG Wealth Management's portfolio in Q3 2026, its #22 holding.
HFG Wealth Management first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 13 quarters since.
HFG Wealth Management's Alerian MLP ETF position peaked at $26.7M in Q4 2023.
139 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.