Plan Group Financial’s Alerian MLP ETF AMLP Stock Holding History

Plan Group Financial’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	$6.13M	Buy	116,543 +25,318	+28%	+$1.38M	1.2%	27
2026 Q2	$4.73M	Buy	91,225 +23,900	+35%	+$1.25M	0.97%	30
2026 Q1	$3.54M	Buy	67,325 +12,861	+24%	+$655K	0.83%	38
2025 Q4	$2.56M	Buy	54,464 +8,237	+18%	+$386K	0.66%	43
2025 Q3	$2.17M	Buy	46,227 +13,655	+42%	+$660K	0.58%	57
2025 Q2	$1.59M	Buy	+32,572	New	+$1.58M	0.52%	64

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

Plan Group Financial's AMLP Position: Q3 2026 in Review

Plan Group Financial increased its Alerian MLP ETF (AMLP) stake by 28% in Q3 2026, buying an estimated $1.38M and bringing the position to 116,543 shares worth $6.13M. The position accounts for 1.2% of the portfolio, ranked #27.

Plan Group Financial first reported a position in AMLP in Q2 2025 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Plan Group Financial held 116,543 shares of Alerian MLP ETF worth $6.13M as of Q3 2026.
Plan Group Financial bought 25,318 Alerian MLP ETF shares in Q3 2026, an estimated $1.38M.
Alerian MLP ETF made up 1.2% of Plan Group Financial's portfolio in Q3 2026, its #27 holding.
Plan Group Financial first reported a position in Alerian MLP ETF in Q2 2025 and has held it in 6 quarters since.
252 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.