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WealthBridge Capital Management’s Alerian MLP ETF AMLP Stock Holding History

WealthBridge Capital Management’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 		$3.07M Buy
59,125
+326
+0.6% +$17.8K 0.6% 37
2026
Q2 		$3.05M Buy
58,799
+2,427
+4% +$127K 0.61% 35
2026
Q1 		$2.97M Buy
56,372
+2,162
+4% +$110K 0.68% 31
2025
Q4 		$2.55M Buy
54,210
+1,732
+3% +$81.1K 0.58% 38
2025
Q3 		$2.46M Buy
52,478
+773
+1% +$37.4K 0.58% 37
2025
Q2 		$2.53M Buy
51,705
+1,805
+4% +$87.5K 0.64% 36
2025
Q1 		$2.59M Buy
49,900
+1,143
+2% +$58.7K 0.73% 30
2024
Q4 		$2.35M Buy
48,757
+4,583
+10% +$220K 0.65% 36
2024
Q3 		$2.08M Buy
44,174
+3,370
+8% +$159K 0.59% 40
2024
Q2 		$1.96M Buy
40,804
+2,657
+7% +$124K 0.64% 36
2024
Q1 		$1.81M Buy
38,147
+2,252
+6% +$101K 0.61% 37
2023
Q4 		$1.53M Buy
35,895
+1,153
+3% +$48.9K 0.57% 40
2023
Q3 		$1.47M Buy
34,742
+1,874
+6% +$76.9K 0.61% 38
2023
Q2 		$1.29M Buy
32,868
+939
+3% +$36.4K 0.52% 41
2023
Q1 		$1.23M Buy
31,929
+491
+2% +$19.2K 0.49% 45
2022
Q4 		$1.2M Buy
31,438
+7,233
+30% +$284K 0.5% 47
2022
Q3 		$834K Hold
24,205
– – 0.36% 60
2022
Q2 		$834K Buy
24,205
+8,366
+53% +$321K 0.36% 60
2022
Q1 		$607K Buy
15,839
+6,813
+75% +$251K 0.23% 94
2021
Q4 		$296K Buy
9,026
+836
+10% +$28.3K 0.11% 129
2021
Q3 		$273K Buy
8,190
+321
+4% +$10.7K 0.1% 135
2021
Q2 		$287K Buy
7,869
+156
+2% +$5.35K 0.1% 130
2021
Q1 		$235K Buy
+7,713
New +$225K 0.1% 134
2020
Q2 		– Sell
-4,400
Closed -$76K – 119
2020
Q1 		$76K Buy
4,400
+2,351
+115% +$79.6K 0.05% 115
2019
Q4 		$87K Sell
2,049
-1,391
-40% -$58.4K 0.06% 125
2019
Q3 		$157K Sell
3,440
-629
-15% -$29.7K 0.11% 114
2019
Q2 		$178K Buy
4,069
+682
+20% +$33.7K 0.16% 101
2019
Q1 		$162K Sell
3,387
-682
-17% -$33.4K 0.1% 127
2018
Q4 		$178K Buy
+4,069
New +$200K 0.14% 110

Other funds holding AMLP

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Davenport & Co
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
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

WealthBridge Capital Management's AMLP Position: Q3 2026 in Review

WealthBridge Capital Management increased its Alerian MLP ETF (AMLP) stake by 0.55% in Q3 2026, buying an estimated $17.8K and bringing the position to 59,125 shares worth $3.07M. The position accounts for 0.6% of the portfolio, ranked #37.

WealthBridge Capital Management first reported a position in AMLP in Q4 2018 and has held it in 29 quarters since. 158 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • WealthBridge Capital Management held 59,125 shares of Alerian MLP ETF worth $3.07M as of Q3 2026.
  • WealthBridge Capital Management bought 326 Alerian MLP ETF shares in Q3 2026, an estimated $17.8K.
  • Alerian MLP ETF made up 0.6% of WealthBridge Capital Management's portfolio in Q3 2026, its #37 holding.
  • WealthBridge Capital Management first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 29 quarters since.
  • 158 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.