Hofer & Associates’s Alerian MLP ETF AMLP Stock Holding History

Hofer & Associates’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	$659K	Buy	+12,706	New	+$692K	0.46%	51

Other funds holding AMLP

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

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 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

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

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

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return

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

Hofer & Associates's AMLP Position: Q3 2026 in Review

Hofer & Associates opened a new position in Alerian MLP ETF (AMLP) in Q3 2026: 12,706 shares worth $659K. The stake represents 0.46% of the portfolio and ranks #51 among its holdings.

288 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Hofer & Associates held 12,706 shares of Alerian MLP ETF worth $659K as of Q3 2026.
Alerian MLP ETF was a new Hofer & Associates position in Q3 2026.
Alerian MLP ETF made up 0.46% of Hofer & Associates's portfolio in Q3 2026, its #51 holding.
288 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.