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MJT & Associates Financial Advisory’s Alerian MLP ETF AMLP Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-945
Closed -$49K – 441
2026
Q2 		$49K Hold
945
– – 0.03% 82
2026
Q1 		$49.7K Hold
945
– – 0.04% 79
2025
Q4 		$44.4K Hold
945
– – 0.03% 86
2025
Q3 		$44.3K Buy
945
+545
+136% +$26.4K 0.04% 87
2025
Q2 		$19.5K Hold
400
– – 0.02% 150
2025
Q1 		$20.8K Buy
+400
New +$20.5K 0.02% 146

Other funds holding AMLP

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MJT & Associates Financial Advisory's AMLP Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of Alerian MLP ETF (AMLP) in Q3 2026, closing a stake of 945 shares — an estimated $49K sold.

MJT & Associates Financial Advisory first reported a position in AMLP in Q1 2025 and held it in 6 quarters. The position peaked at $49.7K in Q1 2026. 38 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining Alerian MLP ETF position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 945 Alerian MLP ETF shares in Q3 2026, an estimated $49K.
  • MJT & Associates Financial Advisory first reported a position in Alerian MLP ETF in Q1 2025 and held it in 6 quarters.
  • MJT & Associates Financial Advisory's Alerian MLP ETF position peaked at $49.7K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.