Prevail Innovative Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Prevail Innovative Wealth Advisors’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	$2.38M	Buy	+45,545	New	+$2.48M	0.31%	104
2026 Q2	–	Sell	-24,915	Closed	-$1.31M	–	199
2026 Q1	$1.31M	Sell	24,915 -36,075	-59%	-$1.84M	0.22%	119
2025 Q4	$2.87M	Buy	60,990 +13,136	+27%	+$615K	0.51%	72
2025 Q3	$2.25M	Sell	47,854 -2,061	-4%	-$100K	0.44%	81
2025 Q2	$2.44M	Buy	49,915 +16,362	+49%	+$793K	0.55%	59
2025 Q1	$1.74M	Sell	33,553 -44,392	-57%	-$2.28M	0.46%	71
2024 Q4	$3.75M	Buy	77,945 +45,617	+141%	+$2.19M	1.09%	27
2024 Q3	$1.52M	Buy	32,328 +16,096	+99%	+$761K	0.46%	74
2024 Q2	$779K	Buy	16,232 +6,292	+63%	+$294K	0.28%	100
2024 Q1	$472K	Buy	+9,940	New	+$447K	0.18%	127
2023 Q4	–	Sell	-89,934	Closed	-$3.8M	–	135
2023 Q3	$3.8M	Buy	89,934 +5,951	+7%	+$244K	1.97%	8
2023 Q2	$3.29M	Buy	+83,983	New	+$3.26M	1.8%	15

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

Prevail Innovative Wealth Advisors's AMLP Position: Q3 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Alerian MLP ETF (AMLP) in Q3 2026: 45,545 shares worth $2.38M. The stake represents 0.31% of the portfolio and ranks #104 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in AMLP as recently as Q1 2026.

Prevail Innovative Wealth Advisors first reported a position in AMLP in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.8M in Q3 2023. 247 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Prevail Innovative Wealth Advisors held 45,545 shares of Alerian MLP ETF worth $2.38M as of Q3 2026.
Alerian MLP ETF was a new Prevail Innovative Wealth Advisors position in Q3 2026.
Alerian MLP ETF made up 0.31% of Prevail Innovative Wealth Advisors's portfolio in Q3 2026, its #104 holding.
Prevail Innovative Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2023 and has held it in 12 quarters since.
Prevail Innovative Wealth Advisors's Alerian MLP ETF position peaked at $3.8M in Q3 2023.
247 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.