Resonant Capital Advisors’s Alerian MLP ETF AMLP Stock Holding History

Resonant Capital 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	$2.26M	Hold	43,528	–	–	0.11%	123
2026 Q2	$2.26M	Hold	43,528	–	–	0.11%	122
2026 Q1	$2.29M	Buy	43,528 +2,102	+5%	+$107K	0.12%	115
2025 Q4	$1.95M	Hold	41,426	–	–	0.11%	121
2025 Q3	$1.94M	Sell	41,426 -2,102	-5%	-$102K	0.11%	122
2025 Q2	$2.13M	Buy	43,528 +50	+0.1%	+$2.42K	0.14%	116
2025 Q1	$2.26M	Buy	43,478 +45	+0.1%	+$2.31K	0.16%	100
2024 Q4	$2.09M	Sell	43,433 -73	-0.2%	-$3.51K	0.15%	107
2024 Q3	$2.05M	Buy	43,506 +169	+0.4%	+$7.99K	0.15%	107
2024 Q2	$2.08M	Buy	43,337 +46	+0.1%	+$2.15K	0.17%	103
2024 Q1	$2.05M	Buy	43,291 +45	+0.1%	+$2.02K	0.18%	104
2023 Q4	$1.84M	Buy	43,246 +45	+0.1%	+$1.91K	0.18%	111
2023 Q3	$1.82M	Buy	43,201 +45	+0.1%	+$1.85K	0.19%	96
2023 Q2	$1.69M	Buy	43,156 +46	+0.1%	+$1.78K	0.18%	101
2023 Q1	$1.67M	Buy	43,110 +40	+0.1%	+$1.57K	0.19%	101
2022 Q4	$1.64M	Buy	43,070 +37	+0.1%	+$1.46K	0.2%	101
2022 Q3	$1.57M	Buy	43,033 +37	+0.1%	+$1.41K	0.24%	90
2022 Q2	$1.48M	Buy	42,996 +37	+0.1%	+$1.42K	0.23%	91
2022 Q1	$1.65M	Buy	42,959 +869	+2%	+$32K	0.24%	81
2021 Q4	$1.38M	Buy	42,090 +43	+0.1%	+$1.46K	0.21%	86
2021 Q3	$1.4M	Buy	+42,047	New	+$1.4M	0.24%	84
2020 Q3	–	Sell	-67,949	Closed	-$1.68M	–	159
2020 Q2	$1.68M	Buy	67,949 +65,549	+2,731%	+$1.61M	0.49%	43
2020 Q1	$41K	Sell	2,400 -3,600	-60%	-$122K	0.01%	186
2019 Q4	$255K	Buy	+6,000	New	+$252K	0.08%	181

Other funds holding AMLP

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Resonant Capital Advisors's AMLP Position: Q3 2026 in Review

Resonant Capital Advisors held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 43,528 shares worth $2.26M. The position accounts for 0.11% of the portfolio, ranked #123.

Resonant Capital Advisors first reported a position in AMLP in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.29M in Q1 2026. 354 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Resonant Capital Advisors held 43,528 shares of Alerian MLP ETF worth $2.26M as of Q3 2026.
Resonant Capital Advisors left its Alerian MLP ETF share count unchanged in Q3 2026.
Alerian MLP ETF made up 0.11% of Resonant Capital Advisors's portfolio in Q3 2026, its #123 holding.
Resonant Capital Advisors first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 24 quarters since.
Resonant Capital Advisors's Alerian MLP ETF position peaked at $2.29M in Q1 2026.
354 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Resonant Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.