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

Aptus Capital Advisors’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	$148K	Buy	2,850 +812	+40%	+$42.6K	﹤0.01%	1182
2026 Q1	$107K	Buy	2,038 +11	+0.5%	+$560	﹤0.01%	1135
2025 Q4	$95.3K	Buy	+2,027	New	+$94.9K	﹤0.01%	1188
2023 Q4	–	Sell	-308	Closed	-$13K	–	918
2023 Q3	$13K	Buy	+308	New	+$12.6K	﹤0.01%	780
2021 Q3	–	Sell	-31,038	Closed	-$1.13M	–	539
2021 Q2	$1.13M	Buy	+31,038	New	+$1.07M	0.03%	216
2019 Q4	–	Sell	-2,980	Closed	-$136K	–	499
2019 Q3	$136K	Hold	2,980	–	–	0.01%	365
2019 Q2	$146K	Sell	2,980 -108	-3%	-$5.34K	0.02%	325
2019 Q1	$154K	Buy	+3,088	New	+$151K	0.03%	306

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

Aptus Capital Advisors's AMLP Position: Q2 2026 in Review

Aptus Capital Advisors increased its Alerian MLP ETF (AMLP) stake by 40% in Q2 2026, buying an estimated $42.6K and bringing the position to 2,850 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Aptus Capital Advisors first reported a position in AMLP in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.13M in Q2 2021. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Aptus Capital Advisors held 2,850 shares of Alerian MLP ETF worth $148K as of Q2 2026.
Aptus Capital Advisors bought 812 Alerian MLP ETF shares in Q2 2026, an estimated $42.6K.
Alerian MLP ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1182 holding.
Aptus Capital Advisors first reported a position in Alerian MLP ETF in Q1 2019 and has held it in 8 quarters since.
Aptus Capital Advisors's Alerian MLP ETF position peaked at $1.13M in Q2 2021.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.