Mills Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Mills Wealth 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	$3.44M	Buy	66,263 +453	+0.7%	+$24.7K	1.09%	18
2026 Q2	$3.41M	Sell	65,810 -3,523	-5%	-$185K	1.07%	19
2026 Q1	$3.65M	Buy	69,333 +14,179	+26%	+$722K	1.27%	18
2025 Q4	$2.59M	Sell	55,154 -13,234	-19%	-$620K	1.02%	21
2025 Q3	$3.21M	Buy	68,388 +3,642	+6%	+$176K	1.31%	19
2025 Q2	$3.16M	Sell	64,746 -22,364	-26%	-$1.08M	1.45%	19
2025 Q1	$4.52M	Buy	87,110 +8,157	+10%	+$419K	2.4%	12
2024 Q4	$3.8M	Buy	78,953 +5,549	+8%	+$267K	2.16%	12
2024 Q3	$3.46M	Buy	73,404 +9,673	+15%	+$458K	2.38%	12
2024 Q2	$3.06M	Buy	63,731 +5,536	+10%	+$259K	2.19%	13
2024 Q1	$2.76M	Buy	58,195 +1,543	+3%	+$69.3K	2.03%	12
2023 Q4	$2.41M	Buy	56,652 +2,759	+5%	+$117K	1.84%	12
2023 Q3	$2.27M	Buy	53,893 +522	+1%	+$21.4K	1.82%	14
2023 Q2	$2.09M	Buy	53,371 +227	+0.4%	+$8.8K	1.59%	13
2023 Q1	$2.05M	Buy	53,144 +951	+2%	+$37.3K	1.65%	13
2022 Q4	$1.99M	Buy	+52,193	New	+$2.05M	1.8%	12

Other funds holding AMLP

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

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

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Vista Finance Clayton, Missouri $188M AUM 14.08% 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

Mills Wealth Advisors's AMLP Position: Q3 2026 in Review

Mills Wealth Advisors increased its Alerian MLP ETF (AMLP) stake by 0.69% in Q3 2026, buying an estimated $24.7K and bringing the position to 66,263 shares worth $3.44M. The position accounts for 1.09% of the portfolio, ranked #18.

Mills Wealth Advisors first reported a position in AMLP in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.52M in Q1 2025. 247 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Mills Wealth Advisors held 66,263 shares of Alerian MLP ETF worth $3.44M as of Q3 2026.
Mills Wealth Advisors bought 453 Alerian MLP ETF shares in Q3 2026, an estimated $24.7K.
Alerian MLP ETF made up 1.09% of Mills Wealth Advisors's portfolio in Q3 2026, its #18 holding.
Mills Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 16 quarters since.
Mills Wealth Advisors's Alerian MLP ETF position peaked at $4.52M in Q1 2025.
247 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.