VisionPoint Advisory Group’s Alerian MLP ETF AMLP Stock Holding History

VisionPoint Advisory Group’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 Q2	$4.01M	Buy	77,290 +1,425	+2%	+$74.8K	0.65%	35
2026 Q1	$3.99M	Sell	75,865 -16,310	-18%	-$831K	0.75%	26
2025 Q4	$4.33M	Buy	92,175 +4,798	+5%	+$225K	0.84%	26
2025 Q3	$4.1M	Buy	87,377 +33,993	+64%	+$1.64M	0.82%	25
2025 Q2	$2.61M	Buy	53,384 +452	+0.9%	+$21.9K	0.57%	46
2025 Q1	$2.75M	Sell	52,932 -2,772	-5%	-$142K	0.94%	29
2024 Q4	$2.71M	Buy	55,704 +17,034	+44%	+$819K	0.93%	24
2024 Q3	$1.82M	Sell	38,670 -597	-2%	-$28.2K	0.62%	43
2024 Q2	$1.88M	Sell	39,267 -4,367	-10%	-$204K	0.67%	41
2024 Q1	$2.07M	Sell	43,634 -18,412	-30%	-$827K	0.75%	33
2023 Q4	$2.64M	Sell	62,046 -32,140	-34%	-$1.36M	0.97%	24
2023 Q3	$3.97M	Sell	94,186 -12,464	-12%	-$511K	1.7%	11
2023 Q2	$4.18M	Sell	106,650 -29,384	-22%	-$1.14M	1.71%	11
2023 Q1	$5.12M	Sell	136,034 -36,524	-21%	-$1.43M	2.26%	10
2022 Q4	$6.92M	Sell	172,558 -49,631	-22%	-$1.95M	2.86%	8
2022 Q3	$8.12M	Buy	222,189 +16,204	+8%	+$617K	3.9%	5
2022 Q2	$7.99M	Sell	205,985 -18,567	-8%	-$713K	3.16%	7
2022 Q1	$8.14M	Sell	224,552 -17,592	-7%	-$647K	3.77%	6
2021 Q4	$9.3M	Buy	242,144 +30,745	+15%	+$1.04M	4.07%	4
2021 Q3	$7.44M	Sell	211,399 -4,439	-2%	-$148K	3.32%	11
2021 Q2	$7.86M	Buy	215,838 +65,983	+44%	+$2.26M	3.5%	4
2021 Q1	$4.57M	Buy	149,855 +74,189	+98%	+$2.17M	2.19%	8
2020 Q4	$1.94M	Buy	75,666 +61,081	+419%	+$1.47M	0.98%	26
2020 Q3	$291K	Buy	+14,585	New	+$337K	0.13%	88

Other funds holding AMLP

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

VisionPoint Advisory Group's AMLP Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Alerian MLP ETF (AMLP) stake by 1.9% in Q2 2026, buying an estimated $74.8K and bringing the position to 77,290 shares worth $4.01M. The position accounts for 0.65% of the portfolio, ranked #35.

VisionPoint Advisory Group first reported a position in AMLP in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.3M in Q4 2021. 127 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

VisionPoint Advisory Group held 77,290 shares of Alerian MLP ETF worth $4.01M as of Q2 2026.
VisionPoint Advisory Group bought 1,425 Alerian MLP ETF shares in Q2 2026, an estimated $74.8K.
Alerian MLP ETF made up 0.65% of VisionPoint Advisory Group's portfolio in Q2 2026, its #35 holding.
VisionPoint Advisory Group first reported a position in Alerian MLP ETF in Q3 2020 and has held it in 24 quarters since.
VisionPoint Advisory Group's Alerian MLP ETF position peaked at $9.3M in Q4 2021.
127 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.