Wealth Enhancement Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Wealth Enhancement Advisory Services’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	$19.2M	Sell	362,715 -19,398	-5%	-$1.06M	0.03%	491
2026 Q2	$20.1M	Buy	382,113 +7,604	+2%	+$399K	0.03%	443
2026 Q1	$19.6M	Sell	374,509 -59,686	-14%	-$3.04M	0.04%	403
2025 Q4	$20.3M	Buy	434,195 +21,210	+5%	+$993K	0.03%	477
2025 Q3	$19.2M	Sell	412,985 -16,273	-4%	-$787K	0.03%	462
2025 Q2	$21.1M	Buy	429,258 +11,140	+3%	+$540K	0.03%	409
2025 Q1	$21.7M	Buy	418,118 +79,345	+23%	+$4.07M	0.04%	372
2024 Q4	$16.3M	Buy	338,773 +547	+0.2%	+$26.3K	0.03%	423
2024 Q3	$15.9M	Buy	338,226 +13,479	+4%	+$638K	0.03%	397
2024 Q2	$15.6M	Buy	324,747 +42,149	+15%	+$1.97M	0.04%	381
2024 Q1	$13.4M	Buy	282,598 +10,509	+4%	+$472K	0.03%	397
2023 Q4	$11.6M	Buy	272,089 +14,658	+6%	+$622K	0.03%	396
2023 Q3	$10.9M	Buy	+257,431	New	+$10.6M	0.04%	388

Other funds holding AMLP

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

SFS

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

SMH

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

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMLP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Alerian MLP ETF (AMLP) stake by 5.1% in Q3 2026, selling an estimated $1.06M and leaving 362,715 shares worth $19.2M. The position accounts for 0.03% of the portfolio, ranked #491.

Wealth Enhancement Advisory Services first reported a position in AMLP in Q3 2023 and has held it in 13 quarters since. The position peaked at $21.7M in Q1 2025. 158 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Wealth Enhancement Advisory Services held 362,715 shares of Alerian MLP ETF worth $19.2M as of Q3 2026.
Wealth Enhancement Advisory Services sold 19,398 Alerian MLP ETF shares in Q3 2026, an estimated $1.06M.
Alerian MLP ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #491 holding.
Wealth Enhancement Advisory Services first reported a position in Alerian MLP ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Alerian MLP ETF position peaked at $21.7M in Q1 2025.
158 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

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