Prota Financial
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Prota Financial’s Alerian MLP ETF AMLP Stock Holding History

Prota 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 		$5.41M Buy
103,612
+1,813
+2% +$98.7K 3.46% 17
2026
Q2 		$5.25M Buy
101,799
+3,118
+3% +$164K 3.46% 15
2026
Q1 		$5.19M Buy
+98,681
New +$5.03M 3.76% 12

Other funds holding AMLP

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
Wealth Enhancement Advisory Services
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
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Prota Financial's AMLP Position: Q3 2026 in Review

Prota Financial increased its Alerian MLP ETF (AMLP) stake by 1.8% in Q3 2026, buying an estimated $98.7K and bringing the position to 103,612 shares worth $5.41M. The position accounts for 3.46% of the portfolio, ranked #17.

Prota Financial first reported a position in AMLP in Q1 2026 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Prota Financial held 103,612 shares of Alerian MLP ETF worth $5.41M as of Q3 2026.
  • Prota Financial bought 1,813 Alerian MLP ETF shares in Q3 2026, an estimated $98.7K.
  • Alerian MLP ETF made up 3.46% of Prota Financial's portfolio in Q3 2026, its #17 holding.
  • Prota Financial first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.