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

Atlas 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	$422K	Hold	8,141	–	–	0.05%	312
2026 Q1	$429K	Hold	8,141	–	–	0.05%	284
2025 Q4	$383K	Buy	+8,141	New	+$381K	0.04%	309
2025 Q2	$398K	Hold	8,141	–	–	0.05%	290
2025 Q1	$423K	Hold	8,141	–	–	0.05%	289
2024 Q4	$392K	Hold	8,141	–	–	0.05%	290
2024 Q3	$384K	Hold	8,141	–	–	0.06%	271
2024 Q2	$391K	Hold	8,141	–	–	0.05%	273
2024 Q1	$386K	Hold	8,141	–	–	0.06%	263
2023 Q4	$346K	Hold	8,141	–	–	0.05%	277
2023 Q3	$344K	Hold	8,141	–	–	0.06%	255
2023 Q2	$319K	Hold	8,141	–	–	0.05%	281
2023 Q1	$315K	Hold	8,141	–	–	0.05%	275
2022 Q4	$310K	Hold	8,141	–	–	0.05%	258
2022 Q3	$298K	Hold	8,141	–	–	0.05%	269
2022 Q2	$280K	Hold	8,141	–	–	0.05%	300
2022 Q1	$312K	Hold	8,141	–	–	0.05%	284
2021 Q4	$267K	Hold	8,141	–	–	0.04%	314
2021 Q3	$271K	Sell	8,141 -22,520	-73%	-$752K	0.04%	302
2021 Q2	$1.12M	Buy	30,661 +2,776	+10%	+$95.3K	0.19%	109
2021 Q1	$850K	Sell	27,885 -1,137	-4%	-$33.2K	0.17%	119
2020 Q4	$745K	Sell	29,022 -2,277	-7%	-$54.7K	0.16%	127
2020 Q3	$625K	Buy	31,299 +4,140	+15%	+$95.8K	0.15%	152
2020 Q2	$670K	Sell	27,159 -7,885	-23%	-$193K	0.16%	138
2020 Q1	$603K	Buy	35,044 +33,200	+1,800%	+$1.12M	0.18%	129
2019 Q4	$78.4K	Sell	1,844 -3	-0.2%	-$126	0.02%	419
2019 Q3	$84.4K	Buy	1,847 +59	+3%	+$2.79K	0.03%	417
2019 Q2	$88.1K	Buy	1,788 +161	+10%	+$7.96K	0.03%	410
2019 Q1	$81.6K	Sell	1,627 -543	-25%	-$26.6K	0.03%	376
2018 Q4	$94.7K	Sell	2,170 -198	-8%	-$9.71K	0.04%	347
2018 Q3	$129K	Buy	+2,368	New	+$128K	0.04%	332
2018 Q2	–	Sell	-2,269	Closed	-$106K	–	505
2018 Q1	$106K	Buy	+2,269	New	+$121K	0.03%	340

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

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

Atlas Capital Advisors held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 8,141 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #312.

Atlas Capital Advisors first reported a position in AMLP in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.12M in Q2 2021. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Atlas Capital Advisors held 8,141 shares of Alerian MLP ETF worth $422K as of Q2 2026.
Atlas Capital Advisors left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.05% of Atlas Capital Advisors's portfolio in Q2 2026, its #312 holding.
Atlas Capital Advisors first reported a position in Alerian MLP ETF in Q1 2018 and has held it in 32 quarters since.
Atlas Capital Advisors's Alerian MLP ETF position peaked at $1.12M in Q2 2021.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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