RDA Financial Network’s Alerian MLP ETF AMLP Stock Holding History

RDA Financial Network’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	$369K	Hold	7,107	–	–	0.08%	178
2026 Q2	$368K	Hold	7,107	–	–	0.08%	198
2026 Q1	$374K	Hold	7,107	–	–	0.09%	189
2025 Q4	$334K	Hold	7,107	–	–	0.08%	194
2025 Q3	$334K	Buy	7,107 +195	+3%	+$9.43K	0.08%	197
2025 Q2	$338K	Buy	6,912 +1,100	+19%	+$53.3K	0.09%	189
2025 Q1	$302K	Buy	5,812 +500	+9%	+$25.7K	0.09%	189
2024 Q4	$256K	Hold	5,312	–	–	0.07%	209
2024 Q3	$250K	Sell	5,312 -365	-6%	-$17.3K	0.08%	204
2024 Q2	$272K	Buy	5,677 +250	+5%	+$11.7K	0.09%	189
2024 Q1	$258K	Hold	5,427	–	–	0.09%	199
2023 Q4	$231K	Buy	5,427 +606	+13%	+$25.7K	0.09%	203
2023 Q3	$203K	Buy	+4,821	New	+$198K	0.09%	208
2020 Q2	–	Sell	-3,516	Closed	-$60K	–	219
2020 Q1	$60K	Hold	3,516	–	–	0.04%	185
2019 Q4	$144K	Buy	3,516 +181	+5%	+$7.6K	0.06%	242
2019 Q3	$129K	Hold	3,335	–	–	0.06%	238
2019 Q2	$167K	Sell	3,335 -381	-10%	-$18.8K	0.08%	215
2019 Q1	$188K	Buy	+3,716	New	+$182K	0.09%	208

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

RDA Financial Network's AMLP Position: Q3 2026 in Review

RDA Financial Network held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 7,107 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #178.

RDA Financial Network first reported a position in AMLP in Q1 2019 and has held it in 18 quarters since. The position peaked at $374K in Q1 2026. 247 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

RDA Financial Network held 7,107 shares of Alerian MLP ETF worth $369K as of Q3 2026.
RDA Financial Network left its Alerian MLP ETF share count unchanged in Q3 2026.
Alerian MLP ETF made up 0.08% of RDA Financial Network's portfolio in Q3 2026, its #178 holding.
RDA Financial Network first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 18 quarters since.
RDA Financial Network's Alerian MLP ETF position peaked at $374K in Q1 2026.
247 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.