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 Q2	$3.49M	Buy	67,219 +5,265	+8%	+$276K	0.09%	164
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 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

Atomi Financial Group's AMLP Position: Q2 2026 in Review

Atomi Financial Group increased its Alerian MLP ETF (AMLP) stake by 8.5% in Q2 2026, buying an estimated $276K and bringing the position to 67,219 shares worth $3.49M. The position accounts for 0.09% of the portfolio, ranked #164.

Atomi Financial Group first reported a position in AMLP in Q1 2023 and has held it in 14 quarters since. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Atomi Financial Group held 67,219 shares of Alerian MLP ETF worth $3.49M as of Q2 2026.
Atomi Financial Group bought 5,265 Alerian MLP ETF shares in Q2 2026, an estimated $276K.
Alerian MLP ETF made up 0.09% of Atomi Financial Group's portfolio in Q2 2026, its #164 holding.
Atomi Financial Group first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 14 quarters since.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.