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 Q3	$3.91M	Sell	75,321 -1,969	-3%	-$107K	0.61%	41
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 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

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

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

VisionPoint Advisory Group's AMLP Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Alerian MLP ETF (AMLP) stake by 2.5% in Q3 2026, selling an estimated $107K and leaving 75,321 shares worth $3.91M. The position accounts for 0.61% of the portfolio, ranked #41.

VisionPoint Advisory Group first reported a position in AMLP in Q3 2020 and has held it in 25 quarters since. The position peaked at $9.3M in Q4 2021. 192 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

VisionPoint Advisory Group held 75,321 shares of Alerian MLP ETF worth $3.91M as of Q3 2026.
VisionPoint Advisory Group sold 1,969 Alerian MLP ETF shares in Q3 2026, an estimated $107K.
Alerian MLP ETF made up 0.61% of VisionPoint Advisory Group's portfolio in Q3 2026, its #41 holding.
VisionPoint Advisory Group first reported a position in Alerian MLP ETF in Q3 2020 and has held it in 25 quarters since.
VisionPoint Advisory Group's Alerian MLP ETF position peaked at $9.3M in Q4 2021.
192 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.