LongView Wealth Management
AMLP icon

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

LongView 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 		$336K Buy
6,487
+52
+0.8% +$2.83K 0.08% 167
2026
Q2 		$334K Buy
6,435
+403
+7% +$21.2K 0.09% 162
2026
Q1 		$311K Buy
6,032
+337
+6% +$17.2K 0.08% 190
2025
Q4 		$276K Buy
+5,695
New +$267K 0.07% 214

Other funds holding AMLP

AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

LongView Wealth Management increased its Alerian MLP ETF (AMLP) stake by 0.81% in Q3 2026, buying an estimated $2.83K and bringing the position to 6,487 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #167.

LongView Wealth Management first reported a position in AMLP in Q4 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • LongView Wealth Management held 6,487 shares of Alerian MLP ETF worth $336K as of Q3 2026.
  • LongView Wealth Management bought 52 Alerian MLP ETF shares in Q3 2026, an estimated $2.83K.
  • Alerian MLP ETF made up 0.08% of LongView Wealth Management's portfolio in Q3 2026, its #167 holding.
  • LongView Wealth Management first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 4 quarters since.
  • 386 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.