Holos Integrated Wealth
AMLP icon

Holos Integrated Wealth’s Alerian MLP ETF AMLP Stock Holding History

Holos Integrated Wealth’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 		$164K Hold
3,145
– – 0.07% 97
2026
Q2 		$166K Hold
3,145
– – 0.08% 94
2026
Q1 		$166K Buy
+3,145
New +$160K 0.08% 95

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Vista Finance
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Holos Integrated Wealth's AMLP Position: Q3 2026 in Review

Holos Integrated Wealth held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 3,145 shares worth $164K. The position accounts for 0.07% of the portfolio, ranked #97.

Holos Integrated Wealth first reported a position in AMLP in Q1 2026 and has held it in 3 quarters since. The position peaked at $166K in Q2 2026. 247 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Holos Integrated Wealth held 3,145 shares of Alerian MLP ETF worth $164K as of Q3 2026.
  • Holos Integrated Wealth left its Alerian MLP ETF share count unchanged in Q3 2026.
  • Alerian MLP ETF made up 0.07% of Holos Integrated Wealth's portfolio in Q3 2026, its #97 holding.
  • Holos Integrated Wealth first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 3 quarters since.
  • Holos Integrated Wealth's Alerian MLP ETF position peaked at $166K in Q2 2026.
  • 247 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.