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Rhodes Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Rhodes Investment 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 		$1.92M Buy
37,050
+1,515
+4% +$82.5K 1.36% 23
2026
Q2 		$1.84M Sell
35,535
-2,150
-6% -$113K 1.36% 24
2026
Q1 		$1.98M Buy
37,685
+675
+2% +$34.4K 1.71% 18
2025
Q4 		$1.74M Buy
+37,010
New +$1.73M 1.41% 22

Other funds holding AMLP

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM

Rhodes Investment Advisors's AMLP Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Alerian MLP ETF (AMLP) stake by 4.3% in Q3 2026, buying an estimated $82.5K and bringing the position to 37,050 shares worth $1.92M. The position accounts for 1.36% of the portfolio, ranked #23.

Rhodes Investment Advisors first reported a position in AMLP in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.98M in Q1 2026. 25 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Rhodes Investment Advisors held 37,050 shares of Alerian MLP ETF worth $1.92M as of Q3 2026.
  • Rhodes Investment Advisors bought 1,515 Alerian MLP ETF shares in Q3 2026, an estimated $82.5K.
  • Alerian MLP ETF made up 1.36% of Rhodes Investment Advisors's portfolio in Q3 2026, its #23 holding.
  • Rhodes Investment Advisors first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's Alerian MLP ETF position peaked at $1.98M in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.