J.W. Cole Advisors
AMLP icon

J.W. Cole Advisors’s Alerian MLP ETF AMLP Stock Holding History

J.W. Cole Advisors’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 		$10.6M Buy
204,862
+9,841
+5% +$536K 0.18% 118
2026
Q2 		$10.1M Buy
195,021
+5,120
+3% +$269K 0.17% 120
2026
Q1 		$10M Buy
189,901
+24,318
+15% +$1.24M 0.34% 64
2025
Q4 		$4.16M Buy
165,583
+6,198
+4% +$290K 0.1% 203
2025
Q3 		$7.48M Buy
159,385
+21,866
+16% +$1.06M 0.14% 145
2025
Q2 		$6.72M Buy
137,519
+68,220
+98% +$3.31M 0.14% 150
2025
Q1 		$3.6M Buy
69,299
+23,218
+50% +$1.19M 0.11% 187
2024
Q4 		$2.22M Buy
46,081
+4,472
+11% +$215K 0.09% 230
2024
Q3 		$1.96M Buy
41,609
+25,481
+158% +$1.21M 0.08% 250
2024
Q2 		$774K Sell
16,128
-369
-2% -$17.2K 0.04% 407
2024
Q1 		$783K Buy
16,497
+2,752
+20% +$124K 0.04% 402
2023
Q4 		$584K Buy
13,745
+2,553
+23% +$108K 0.03% 438
2023
Q3 		$472K Buy
11,192
+1,277
+13% +$52.4K 0.03% 429
2023
Q2 		$389K Buy
9,915
+101
+1% +$3.92K 0.03% 495
2023
Q1 		$379K Sell
9,814
-517
-5% -$20.3K 0.03% 522
2022
Q4 		$393K Buy
10,331
+94
+0.9% +$3.7K 0.03% 477
2022
Q3 		$374K Sell
10,237
-637
-6% -$24.2K 0.03% 467
2022
Q2 		$375K Sell
10,874
-100
-0.9% -$3.84K 0.03% 483
2022
Q1 		$420K Buy
10,974
+1,837
+20% +$67.6K 0.03% 506
2021
Q4 		$299K Buy
+9,137
New +$309K 0.02% 653
2021
Q3 		– Sell
-14,648
Closed -$533K – 485
2021
Q2 		$533K Buy
14,648
+1,640
+13% +$56.3K 0.04% 416
2021
Q1 		$397K Buy
13,008
+3,937
+43% +$115K 0.04% 439
2020
Q4 		$233K Sell
9,071
-16,891
-65% -$406K 0.02% 555
2020
Q3 		$519K Buy
25,962
+15,650
+152% +$362K 0.04% 410
2020
Q2 		$254K Buy
+10,312
New +$253K 0.04% 266
2020
Q1 		– Sell
-22,378
Closed -$951K – 117
2019
Q4 		$951K Buy
+22,378
New +$939K 0.12% 194

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

J.W. Cole Advisors's AMLP Position: Q3 2026 in Review

J.W. Cole Advisors increased its Alerian MLP ETF (AMLP) stake by 5% in Q3 2026, buying an estimated $536K and bringing the position to 204,862 shares worth $10.6M. The position accounts for 0.18% of the portfolio, ranked #118.

J.W. Cole Advisors first reported a position in AMLP in Q4 2019 and has held it in 26 quarters since. 716 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • J.W. Cole Advisors held 204,862 shares of Alerian MLP ETF worth $10.6M as of Q3 2026.
  • J.W. Cole Advisors bought 9,841 Alerian MLP ETF shares in Q3 2026, an estimated $536K.
  • Alerian MLP ETF made up 0.18% of J.W. Cole Advisors's portfolio in Q3 2026, its #118 holding.
  • J.W. Cole Advisors first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 26 quarters since.
  • 716 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.