LWM
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
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

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

LongView Wealth Management's AMLP Position: Q2 2026 in Review

LongView Wealth Management increased its Alerian MLP ETF (AMLP) stake by 6.7% in Q2 2026, buying an estimated $21.2K and bringing the position to 6,435 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #162.

LongView Wealth Management first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • LongView Wealth Management held 6,435 shares of Alerian MLP ETF worth $334K as of Q2 2026.
  • LongView Wealth Management bought 403 Alerian MLP ETF shares in Q2 2026, an estimated $21.2K.
  • Alerian MLP ETF made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #162 holding.
  • LongView Wealth Management first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.