Wealth Advisory Solutions’s Alerian MLP ETF AMLP Stock Holding History

Wealth Advisory Solutions’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	$6.11M	Hold	117,803	–	–	1.26%	17
2026 Q2	$6.11M	Buy	117,803 +7,063	+6%	+$371K	1.25%	19
2026 Q1	$5.83M	Buy	110,740 +95,700	+636%	+$4.87M	1.3%	19
2025 Q4	$707K	Buy	15,040 +3,540	+31%	+$166K	0.16%	76
2025 Q3	$540K	Hold	11,500	–	–	0.13%	89
2025 Q2	$562K	Hold	11,500	–	–	0.14%	84
2025 Q1	$597K	Hold	11,500	–	–	0.16%	82
2024 Q4	$554K	Hold	11,500	–	–	0.16%	83
2024 Q3	$542K	Sell	11,500 -5,000	-30%	-$236K	0.15%	81
2024 Q2	$792K	Hold	16,500	–	–	0.21%	68
2024 Q1	$783K	Buy	+16,500	New	+$741K	0.2%	70

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

Wealth Advisory Solutions's AMLP Position: Q3 2026 in Review

Wealth Advisory Solutions held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 117,803 shares worth $6.11M. The position accounts for 1.26% of the portfolio, ranked #17.

Wealth Advisory Solutions first reported a position in AMLP in Q1 2024 and has held it in 11 quarters since. 202 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Wealth Advisory Solutions held 117,803 shares of Alerian MLP ETF worth $6.11M as of Q3 2026.
Wealth Advisory Solutions left its Alerian MLP ETF share count unchanged in Q3 2026.
Alerian MLP ETF made up 1.26% of Wealth Advisory Solutions's portfolio in Q3 2026, its #17 holding.
Wealth Advisory Solutions first reported a position in Alerian MLP ETF in Q1 2024 and has held it in 11 quarters since.
202 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.