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 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

SERBOO

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

VCM

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

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 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

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's AMLP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Alerian MLP ETF (AMLP) stake by 2% in Q2 2026, buying an estimated $399K and bringing the position to 382,113 shares worth $20.1M. The position accounts for 0.03% of the portfolio, ranked #443.

Wealth Enhancement Advisory Services first reported a position in AMLP in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.7M in Q1 2025. 152 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Wealth Enhancement Advisory Services held 382,113 shares of Alerian MLP ETF worth $20.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,604 Alerian MLP ETF shares in Q2 2026, an estimated $399K.
Alerian MLP ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #443 holding.
Wealth Enhancement Advisory Services first reported a position in Alerian MLP ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Alerian MLP ETF position peaked at $21.7M in Q1 2025.
152 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.