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

Capital Advisors Inc’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	$392K	Buy	7,563 +200	+3%	+$10.5K	0.01%	267
2026 Q1	$388K	Hold	7,363	–	–	0.01%	258
2025 Q4	$346K	Buy	7,363 +1,000	+16%	+$46.8K	0.01%	250
2025 Q3	$299K	Hold	6,363	–	–	0.01%	258
2025 Q2	$311K	Sell	6,363 -790	-11%	-$38.3K	0.01%	255
2025 Q1	$372K	Buy	7,153 +85	+1%	+$4.36K	0.01%	222
2024 Q4	$340K	Buy	+7,068	New	+$340K	0.01%	234
2020 Q2	–	Sell	-2,597	Closed	-$45K	–	191
2020 Q1	$45K	Hold	2,597	–	–	﹤0.01%	160
2019 Q4	$110K	Hold	2,597	–	–	﹤0.01%	182
2019 Q3	$128K	Hold	2,597	–	–	0.01%	174
2019 Q2	$128K	Buy	+2,597	New	+$128K	0.01%	174
2019 Q1	–	Sell	-4,799	Closed	-$209K	–	135
2018 Q4	$209K	Buy	4,799 +564	+13%	+$27.7K	0.01%	167
2018 Q3	$226K	Hold	4,235	–	–	0.01%	169
2018 Q2	$214K	Sell	4,235 -546	-11%	-$27.7K	0.01%	169
2018 Q1	$224K	Hold	4,781	–	–	0.01%	171
2017 Q4	$258K	Sell	4,781 -76	-2%	-$4.07K	0.02%	173
2017 Q3	$272K	Sell	4,857 -368	-7%	-$21K	0.02%	162
2017 Q2	$312K	Sell	5,225 -40	-0.8%	-$2.44K	0.02%	156
2017 Q1	$335K	Hold	5,265	–	–	0.02%	150
2016 Q4	$332K	Buy	+5,265	New	+$325K	0.02%	145

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

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

Capital Advisors Inc increased its Alerian MLP ETF (AMLP) stake by 2.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 7,563 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #267.

Capital Advisors Inc first reported a position in AMLP in Q4 2016 and has held it in 20 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Capital Advisors Inc held 7,563 shares of Alerian MLP ETF worth $392K as of Q2 2026.
Capital Advisors Inc bought 200 Alerian MLP ETF shares in Q2 2026, an estimated $10.5K.
Alerian MLP ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #267 holding.
Capital Advisors Inc first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 20 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.