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Atomi Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Atomi Financial Group’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 		$3.26M Buy
61,954
+5,512
+10% +$281K 0.1% 160
2025
Q4 		$2.65M Buy
56,442
+6,146
+12% +$288K 0.08% 190
2025
Q3 		$2.36M Buy
50,296
+6,593
+15% +$319K 0.08% 181
2025
Q2 		$2.14M Sell
43,703
-4,825
-10% -$234K 0.08% 179
2025
Q1 		$2.52M Buy
48,528
+30,700
+172% +$1.58M 0.11% 140
2024
Q4 		$859K Buy
17,828
+2,678
+18% +$129K 0.04% 306
2024
Q3 		$714K Buy
15,150
+1,308
+9% +$61.9K 0.04% 330
2024
Q2 		$664K Buy
13,842
+1,215
+10% +$56.8K 0.05% 305
2024
Q1 		$599K Sell
12,627
-563
-4% -$25.3K 0.06% 290
2023
Q4 		$561K Sell
13,190
-191
-1% -$8.1K 0.08% 240
2023
Q3 		$565K Buy
13,381
+6,351
+90% +$261K 0.19% 132
2023
Q2 		$276K Buy
7,030
+1,150
+20% +$44.6K 0.13% 195
2023
Q1 		$227K Buy
+5,880
New +$231K 0.13% 190

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Atomi Financial Group's AMLP Position: Q1 2026 in Review

Atomi Financial Group increased its Alerian MLP ETF (AMLP) stake by 9.8% in Q1 2026, buying an estimated $281K and bringing the position to 61,954 shares worth $3.26M. The position accounts for 0.1% of the portfolio, ranked #160.

Atomi Financial Group first reported a position in AMLP in Q1 2023 and has held it in 13 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Atomi Financial Group held 61,954 shares of Alerian MLP ETF worth $3.26M as of Q1 2026.
  • Atomi Financial Group bought 5,512 Alerian MLP ETF shares in Q1 2026, an estimated $281K.
  • Alerian MLP ETF made up 0.1% of Atomi Financial Group's portfolio in Q1 2026, its #160 holding.
  • Atomi Financial Group first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 13 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.