Newbridge Financial Services Group
AMLP icon

Newbridge Financial Services Group’s Alerian MLP ETF AMLP Stock Holding History

Newbridge Financial Services Group’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 		$146K Buy
2,821
+946
+50% +$51.5K 0.02% 270
2026
Q2 		$97.2K Buy
1,875
+18
+1% +$945 0.01% 338
2026
Q1 		$97.8K Buy
1,857
+433
+30% +$22.1K 0.02% 316
2025
Q4 		$66.9K Buy
1,424
+20
+1% +$936 0.01% 374
2025
Q3 		$65.9K Sell
1,404
-12,013
-90% -$581K 0.01% 462
2025
Q2 		$656K Buy
13,417
+12,049
+881% +$584K 0.11% 148
2025
Q1 		$71.1K Sell
1,368
-1,984
-59% -$102K 0.02% 309
2024
Q4 		$161K Sell
3,352
-483
-13% -$23.2K 0.04% 228
2024
Q3 		$181K Sell
3,835
-733
-16% -$34.7K 0.06% 154
2024
Q2 		$219K Sell
4,568
-75
-2% -$3.5K 0.08% 172
2024
Q1 		$220K Buy
4,643
+298
+7% +$13.4K 0.1% 175
2023
Q4 		$185K Sell
4,345
-200
-4% -$8.48K 0.09% 197
2023
Q3 		$192K Buy
4,545
+485
+12% +$19.9K 0.1% 195
2023
Q2 		$159K Sell
4,060
-1,040
-20% -$40.3K 0.08% 236
2023
Q1 		$197K Hold
5,100
– – 0.1% 191
2022
Q4 		$194K Buy
5,100
+1,150
+29% +$45.2K 0.11% 182
2022
Q3 		$144K Hold
3,950
– – 0.08% 236
2022
Q2 		$136K Buy
3,950
+500
+14% +$19.2K 0.08% 217
2022
Q1 		$132K Buy
3,450
+500
+17% +$18.4K 0.06% 260
2021
Q4 		$97K Sell
2,950
-1,300
-31% -$44K 0.05% 312
2021
Q3 		$142K Hold
4,250
– – 0.09% 216
2021
Q2 		$155K Buy
4,250
+500
+13% +$17.2K 0.1% 213
2021
Q1 		$114K Buy
3,750
+1,250
+50% +$36.5K 0.08% 232
2020
Q4 		$64K Sell
2,500
-400
-14% -$9.6K 0.05% 281
2020
Q3 		$58K Buy
+2,900
New +$67.1K 0.06% 291

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

Newbridge Financial Services Group's AMLP Position: Q3 2026 in Review

Newbridge Financial Services Group increased its Alerian MLP ETF (AMLP) stake by 50% in Q3 2026, buying an estimated $51.5K and bringing the position to 2,821 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #270.

Newbridge Financial Services Group first reported a position in AMLP in Q3 2020 and has held it in 25 quarters since. The position peaked at $656K in Q2 2025. 403 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Newbridge Financial Services Group held 2,821 shares of Alerian MLP ETF worth $146K as of Q3 2026.
  • Newbridge Financial Services Group bought 946 Alerian MLP ETF shares in Q3 2026, an estimated $51.5K.
  • Alerian MLP ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q3 2026, its #270 holding.
  • Newbridge Financial Services Group first reported a position in Alerian MLP ETF in Q3 2020 and has held it in 25 quarters since.
  • Newbridge Financial Services Group's Alerian MLP ETF position peaked at $656K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.