Aureus Asset Management’s iPath Select MLP ETN ATMP Stock Holding History

Aureus Asset Management’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16,528	Closed	-$476K	–	228
2025 Q4	$476K	Sell	16,528 -49	-0.3%	-$1.39K	0.03%	130
2025 Q3	$477K	Buy	16,577 +49	+0.3%	+$1.42K	0.03%	134
2025 Q2	$485K	Buy	16,528 +877	+6%	+$25.3K	0.03%	125
2025 Q1	$480K	Buy	+15,651	New	+$474K	0.03%	125
2019 Q1	–	Sell	-19,441	Closed	-$345K	–	170
2018 Q4	$345K	Sell	19,441 -537	-3%	-$10.5K	0.05%	122
2018 Q3	$416K	Buy	19,978 +860	+4%	+$18.3K	0.05%	127
2018 Q2	$388K	Sell	19,118 -150	-0.8%	-$2.98K	0.05%	132
2018 Q1	$353K	Buy	19,268 +181	+0.9%	+$3.74K	0.05%	129
2017 Q4	$396K	Buy	19,087 +1,600	+9%	+$32.8K	0.06%	129
2017 Q3	$374K	Sell	17,487 -780	-4%	-$17K	0.06%	129
2017 Q2	$407K	Sell	18,267 -50	-0.3%	-$1.14K	0.07%	109
2017 Q1	$423K	Buy	+18,317	New	+$440K	0.07%	111
2015 Q4	–	Sell	-16,652	Closed	-$345K	–	151
2015 Q3	$345K	Sell	16,652 -2,310	-12%	-$56.7K	0.09%	102
2015 Q2	$520K	Sell	18,962 -4,620	-20%	-$137K	0.11%	93
2015 Q1	$688K	Sell	23,582 -18,324	-44%	-$541K	0.16%	74
2014 Q4	$1.28M	Buy	41,906 +2,650	+7%	+$81.9K	0.31%	56
2014 Q3	$1.27M	Buy	39,256 +2,100	+6%	+$66.8K	0.32%	53
2014 Q2	$1.17M	Buy	37,156 +1,263	+4%	+$37.4K	0.29%	55
2014 Q1	$995K	Sell	35,893 -11,597	-24%	-$316K	0.26%	66
2013 Q4	$1.3M	Sell	47,490 -82,890	-64%	-$2.19M	0.35%	61
2013 Q3	$3.4M	Sell	130,380 -4,490	-3%	-$118K	1.16%	40
2013 Q2	$3.51M	Buy	+134,870	New	+$3.5M	1.26%	38

Other funds holding ATMP

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Aureus Asset Management's ATMP Position: Q1 2026 in Review

Aureus Asset Management sold out of iPath Select MLP ETN (ATMP) in Q1 2026, closing a stake of 16,528 shares — an estimated $476K sold.

Aureus Asset Management first reported a position in ATMP in Q2 2013 and held it in 22 quarters. The position peaked at $3.51M in Q2 2013. 38 funds tracked by Wall St. Rank hold ATMP as of Q1 2026.

Aureus Asset Management reported no remaining iPath Select MLP ETN position as of Q1 2026 after selling out during the quarter.
Aureus Asset Management sold 16,528 iPath Select MLP ETN shares in Q1 2026, an estimated $476K.
Aureus Asset Management first reported a position in iPath Select MLP ETN in Q2 2013 and held it in 22 quarters.
Aureus Asset Management's iPath Select MLP ETN position peaked at $3.51M in Q2 2013.
38 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.