Atria Investments’s Alerian MLP ETF AMLP Stock Holding History

Atria Investments’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	$762K	Buy	14,700 +10,728	+270%	+$563K	0.01%	1269
2026 Q1	$209K	Sell	3,972 -6,743	-63%	-$343K	﹤0.01%	1957
2025 Q4	$504K	Buy	10,715 +4,151	+63%	+$194K	0.01%	1438
2025 Q3	$308K	Buy	+6,564	New	+$317K	﹤0.01%	1705
2025 Q1	–	Sell	-4,481	Closed	-$216K	–	1894
2024 Q4	$216K	Sell	4,481 -268	-6%	-$12.9K	﹤0.01%	1751
2024 Q3	$224K	Sell	4,749 -80	-2%	-$3.78K	﹤0.01%	1773
2024 Q2	$232K	Buy	+4,829	New	+$226K	﹤0.01%	1735
2021 Q1	–	Sell	-71,104	Closed	-$1.82M	–	703
2020 Q4	$1.82M	Buy	+71,104	New	+$1.71M	0.04%	445
2020 Q2	–	Sell	-13,950	Closed	-$240K	–	524
2020 Q1	$240K	Sell	13,950 -4,005	-22%	-$136K	0.02%	484
2019 Q4	$763K	Buy	+17,955	New	+$754K	0.02%	628
2018 Q3	–	Sell	-2,965	Closed	-$150K	–	973
2018 Q2	$150K	Buy	+2,965	New	+$150K	0.01%	935
2017 Q2	–	Sell	-34,183	Closed	-$2.17M	–	752
2017 Q1	$2.17M	Buy	34,183 +13,868	+68%	+$891K	0.14%	164
2016 Q4	$1.28M	Buy	20,315 +2,810	+16%	+$174K	0.1%	214
2016 Q3	$1.11M	Buy	17,505 +1,731	+11%	+$109K	0.1%	174
2016 Q2	$1M	Buy	15,774 +9,094	+136%	+$548K	0.11%	167
2016 Q1	$365K	Buy	+6,680	New	+$339K	0.04%	326
2015 Q1	–	Sell	-27,725	Closed	-$2.43M	–	401
2014 Q4	$2.43M	Sell	27,725 -7,269	-21%	-$659K	0.26%	63
2014 Q3	$3.35M	Buy	34,994 +3,319	+10%	+$314K	0.34%	47
2014 Q2	$3.01M	Buy	31,675 +467	+1%	+$42.5K	0.3%	53
2014 Q1	$2.76M	Sell	31,208 -2,033	-6%	-$178K	0.28%	55
2013 Q4	$2.96M	Sell	33,241 -2,117	-6%	-$186K	0.29%	55
2013 Q3	$3.11M	Buy	35,358 +379	+1%	+$33.4K	0.32%	55
2013 Q2	$3.12M	Buy	+34,979	New	+$3.09M	0.38%	49

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

Atria Investments's AMLP Position: Q2 2026 in Review

Atria Investments increased its Alerian MLP ETF (AMLP) stake by 270% in Q2 2026, buying an estimated $563K and bringing the position to 14,700 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #1269.

Atria Investments first reported a position in AMLP in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.35M in Q3 2014. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Atria Investments held 14,700 shares of Alerian MLP ETF worth $762K as of Q2 2026.
Atria Investments bought 10,728 Alerian MLP ETF shares in Q2 2026, an estimated $563K.
Alerian MLP ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1269 holding.
Atria Investments first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 23 quarters since.
Atria Investments's Alerian MLP ETF position peaked at $3.35M in Q3 2014.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.