Premier Path Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Premier Path Wealth Partners’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	$298K	Buy	5,752 +93	+2%	+$5.06K	0.03%	323
2026 Q2	$293K	Buy	5,659 +24	+0.4%	+$1.26K	0.03%	363
2026 Q1	$297K	Buy	5,635 +599	+12%	+$30.5K	0.04%	348
2025 Q4	$237K	Sell	5,036 -553	-10%	-$25.9K	0.03%	364
2025 Q3	$262K	Buy	5,589 +950	+20%	+$45.9K	0.03%	350
2025 Q2	$227K	Sell	4,639 -186	-4%	-$9.02K	0.03%	364
2025 Q1	$251K	Buy	+4,825	New	+$248K	0.04%	330
2024 Q3	–	Sell	-4,338	Closed	-$208K	–	366
2024 Q2	$208K	Sell	4,338 -780	-15%	-$36.4K	0.04%	349
2024 Q1	$243K	Buy	5,118 +95	+2%	+$4.27K	0.05%	302
2023 Q4	$214K	Buy	+5,023	New	+$213K	0.05%	315

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

Premier Path Wealth Partners's AMLP Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Alerian MLP ETF (AMLP) stake by 1.6% in Q3 2026, buying an estimated $5.06K and bringing the position to 5,752 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #323.

Premier Path Wealth Partners first reported a position in AMLP in Q4 2023 and has held it in 10 quarters since. 506 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Premier Path Wealth Partners held 5,752 shares of Alerian MLP ETF worth $298K as of Q3 2026.
Premier Path Wealth Partners bought 93 Alerian MLP ETF shares in Q3 2026, an estimated $5.06K.
Alerian MLP ETF made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #323 holding.
Premier Path Wealth Partners first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 10 quarters since.
506 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.