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

Jeppson 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	$745K	Buy	14,361 +1	+0%	+$54	0.21%	106
2026 Q2	$745K	Sell	14,360 -19	-0.1%	-$997	0.22%	102
2026 Q1	$757K	Sell	14,379 -9	-0.1%	-$458	0.24%	92
2025 Q4	$677K	Buy	14,388 +1	+0%	+$47	0.21%	99
2025 Q3	$675K	Buy	14,387 +1	+0%	+$48	0.22%	99
2025 Q2	$703K	Buy	14,386 +11	+0.1%	+$533	0.24%	93
2025 Q1	$747K	Sell	14,375 -180	-1%	-$9.24K	0.27%	88
2024 Q4	$701K	Sell	14,555 -299	-2%	-$14.4K	0.25%	88
2024 Q3	$700K	Buy	14,854 +1	+0%	+$47	0.25%	94
2024 Q2	$713K	Buy	14,853 +8	+0.1%	+$374	0.27%	88
2024 Q1	$705K	Buy	14,845 +25	+0.2%	+$1.12K	0.27%	86
2023 Q4	$630K	Sell	14,820 -74	-0.5%	-$3.14K	0.26%	93
2023 Q3	$629K	Buy	14,894 +401	+3%	+$16.5K	0.29%	89
2023 Q2	$568K	Buy	14,493 +1,254	+9%	+$48.6K	0.25%	99
2023 Q1	$512K	Sell	13,239 -60	-0.5%	-$2.35K	0.22%	110
2022 Q4	$506K	Buy	13,299 +611	+5%	+$24K	0.21%	104
2022 Q3	$464K	Buy	12,688 +600	+5%	+$22.8K	0.21%	101
2022 Q2	$416K	Buy	12,088 +2	+0%	+$77	0.18%	108
2022 Q1	$462K	Sell	12,086 -50	-0.4%	-$1.84K	0.22%	100
2021 Q4	$397K	Sell	12,136 -59	-0.5%	-$2K	0.19%	104
2021 Q3	$406K	Buy	12,195 +100	+0.8%	+$3.34K	0.21%	97
2021 Q2	$440K	Sell	12,095 -410	-3%	-$14.1K	0.24%	89
2021 Q1	$381K	Sell	12,505 -50	-0.4%	-$1.46K	0.23%	96
2020 Q4	$322K	Buy	12,555 +805	+7%	+$19.3K	0.21%	97
2020 Q3	$235K	Buy	+11,750	New	+$272K	0.18%	103

Other funds holding AMLP

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 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

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

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

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

Jeppson Wealth Management increased its Alerian MLP ETF (AMLP) stake by 0.01% in Q3 2026, buying an estimated $54 and bringing the position to 14,361 shares worth $745K. The position accounts for 0.21% of the portfolio, ranked #106.

Jeppson Wealth Management first reported a position in AMLP in Q3 2020 and has held it in 25 quarters since. The position peaked at $757K in Q1 2026. 189 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Jeppson Wealth Management held 14,361 shares of Alerian MLP ETF worth $745K as of Q3 2026.
Jeppson Wealth Management bought 1 Alerian MLP ETF share in Q3 2026, an estimated $54.
Alerian MLP ETF made up 0.21% of Jeppson Wealth Management's portfolio in Q3 2026, its #106 holding.
Jeppson Wealth Management first reported a position in Alerian MLP ETF in Q3 2020 and has held it in 25 quarters since.
Jeppson Wealth Management's Alerian MLP ETF position peaked at $757K in Q1 2026.
189 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.