Mezzasalma Advisors’s Alerian MLP ETF AMLP Stock Holding History

Mezzasalma 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	$3.39M	Buy	65,418 +44,717	+216%	+$2.43M	0.69%	38
2026 Q2	$1.07M	Sell	20,701 -5,715	-22%	-$300K	0.22%	65
2026 Q1	$1.39M	Buy	26,416 +223	+0.9%	+$11.4K	0.36%	48
2025 Q4	$1.24M	Buy	26,193 +7,035	+37%	+$329K	0.3%	55
2025 Q3	$899K	Buy	19,158 +1,088	+6%	+$52.6K	0.23%	64
2025 Q2	$883K	Buy	18,070 +157	+0.9%	+$7.61K	0.27%	54
2025 Q1	$930K	Buy	17,913 +327	+2%	+$16.8K	0.32%	50
2024 Q4	$847K	Buy	+17,586	New	+$845K	0.27%	50

Other funds holding AMLP

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mezzasalma Advisors's AMLP Position: Q3 2026 in Review

Mezzasalma Advisors increased its Alerian MLP ETF (AMLP) stake by 216% in Q3 2026, buying an estimated $2.43M and bringing the position to 65,418 shares worth $3.39M. The position accounts for 0.69% of the portfolio, ranked #38.

Mezzasalma Advisors first reported a position in AMLP in Q4 2024 and has held it in 8 quarters since. 476 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Mezzasalma Advisors held 65,418 shares of Alerian MLP ETF worth $3.39M as of Q3 2026.
Mezzasalma Advisors bought 44,717 Alerian MLP ETF shares in Q3 2026, an estimated $2.43M.
Alerian MLP ETF made up 0.69% of Mezzasalma Advisors's portfolio in Q3 2026, its #38 holding.
Mezzasalma Advisors first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 8 quarters since.
476 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Mezzasalma Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.