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

Advisors 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 Q1	–	Sell	-4,429	Closed	-$208K	–	569
2025 Q4	$208K	Buy	+4,429	New	+$207K	﹤0.01%	549
2016 Q2	–	Sell	-97,158	Closed	-$5.3M	–	176
2016 Q1	$5.3M	Sell	97,158 -67,672	-41%	-$3.44M	0.54%	67
2015 Q4	$9.93M	Buy	164,830 +159,543	+3,018%	+$9.98M	1%	40
2015 Q3	$330K	Sell	5,287 -43,530	-89%	-$3.17M	0.04%	148
2015 Q2	$3.8M	Sell	48,817 -1,196	-2%	-$99.5K	0.41%	87
2015 Q1	$4.14M	Sell	50,013 -2,944	-6%	-$249K	0.46%	84
2014 Q4	$4.64M	Sell	52,957 -73,779	-58%	-$6.69M	0.57%	65
2014 Q3	$12.1M	Buy	126,736 +8,034	+7%	+$760K	1.56%	15
2014 Q2	$11.3M	Sell	118,702 -5,272	-4%	-$480K	1.52%	17
2014 Q1	$10.9M	Buy	123,974 +14,119	+13%	+$1.24M	1.67%	16
2013 Q4	$9.77M	Buy	109,855 +10,494	+11%	+$921K	1.65%	17
2013 Q3	$8.74M	Buy	99,361 +11,307	+13%	+$997K	1.8%	13
2013 Q2	$7.86M	Buy	+88,054	New	+$7.77M	1.77%	16

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Advisors Capital Management's AMLP Position: Q1 2026 in Review

Advisors Capital Management sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 4,429 shares — an estimated $208K sold.

Advisors Capital Management first reported a position in AMLP in Q2 2013 and held it in 13 quarters. The position peaked at $12.1M in Q3 2014. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Advisors Capital Management reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
Advisors Capital Management sold 4,429 Alerian MLP ETF shares in Q1 2026, an estimated $208K.
Advisors Capital Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 13 quarters.
Advisors Capital Management's Alerian MLP ETF position peaked at $12.1M in Q3 2014.
816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.