Next Level Wealth Planning’s Alerian MLP ETF AMLP Stock Holding History

Next Level Wealth Planning’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	$4.02K	Buy	+78	New	+$4.25K	﹤0.01%	402

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

Next Level Wealth Planning's AMLP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Alerian MLP ETF (AMLP) in Q3 2026: 78 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings.

476 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Next Level Wealth Planning held 78 shares of Alerian MLP ETF worth $4.02K as of Q3 2026.
Alerian MLP ETF was a new Next Level Wealth Planning position in Q3 2026.
Alerian MLP ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #402 holding.
476 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.