SMART Wealth’s Alerian MLP ETF AMLP Stock Holding History

SMART Wealth’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	$3.62M	Sell	69,864 -4,277	-6%	-$233K	0.74%	39
2026 Q2	$3.84M	Sell	74,141 -7,451	-9%	-$391K	0.83%	36
2026 Q1	$4.3M	Sell	81,592 -3,973	-5%	-$202K	1.26%	19
2025 Q4	$4.02M	Buy	+85,565	New	+$4.01M	1.23%	24
2025 Q3	–	Sell	-75,309	Closed	-$3.68M	–	145
2025 Q2	$3.68M	Sell	75,309 -5,957	-7%	-$289K	1.15%	28
2025 Q1	$4.22M	Buy	81,266 +2,863	+4%	+$147K	1.51%	20
2024 Q4	$3.78M	Buy	78,403 +8,399	+12%	+$404K	1.34%	20
2024 Q3	$3.3M	Buy	70,004 +7,643	+12%	+$361K	1.29%	21
2024 Q2	$2.99M	Buy	62,361 +14,887	+31%	+$696K	1.21%	24
2024 Q1	$2.25M	Buy	+47,474	New	+$2.13M	1.02%	26

Other funds holding AMLP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SMART Wealth's AMLP Position: Q3 2026 in Review

SMART Wealth reduced its Alerian MLP ETF (AMLP) stake by 5.8% in Q3 2026, selling an estimated $233K and leaving 69,864 shares worth $3.62M. The position accounts for 0.74% of the portfolio, ranked #39.

SMART Wealth first reported a position in AMLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.3M in Q1 2026. 716 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

SMART Wealth held 69,864 shares of Alerian MLP ETF worth $3.62M as of Q3 2026.
SMART Wealth sold 4,277 Alerian MLP ETF shares in Q3 2026, an estimated $233K.
Alerian MLP ETF made up 0.74% of SMART Wealth's portfolio in Q3 2026, its #39 holding.
SMART Wealth first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 10 quarters since.
SMART Wealth's Alerian MLP ETF position peaked at $4.3M in Q1 2026.
716 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.