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

Capital Advisors Ltd’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 		$1.57M Buy
30,277
+32
+0.1% +$1.68K 0.16% 93
2026
Q1 		$1.59M Buy
30,245
+33
+0.1% +$1.68K 0.18% 86
2025
Q4 		$1.42M Buy
30,212
+35
+0.1% +$1.64K 0.16% 84
2025
Q3 		$1.42M Buy
30,177
+462
+2% +$22.3K 0.16% 84
2025
Q2 		$1.45M Buy
29,715
+1,164
+4% +$56.4K 0.18% 77
2025
Q1 		$1.48M Buy
28,551
+2,310
+9% +$119K 0.2% 70
2024
Q4 		$1.26M Buy
26,241
+2,519
+11% +$121K 0.16% 80
2024
Q3 		$1.12M Buy
23,722
+5,385
+29% +$255K 0.14% 94
2024
Q2 		$880K Buy
18,337
+258
+1% +$12.1K 0.11% 108
2024
Q1 		$858K Buy
18,079
+1,454
+9% +$65.3K 0.11% 112
2023
Q4 		$707K Buy
16,625
+563
+4% +$23.9K 0.1% 116
2023
Q3 		$678K Buy
16,062
+24
+0.1% +$985 0.1% 117
2023
Q2 		$629K Buy
16,038
+10,508
+190% +$407K 0.09% 126
2023
Q1 		$214K Sell
5,530
-2,621
-32% -$103K 0.04% 231
2022
Q4 		$310K Buy
8,151
+1,026
+14% +$40.3K 0.05% 180
2022
Q3 		$260K Buy
7,125
+34
+0.5% +$1.29K 0.05% 196
2022
Q2 		$244K Buy
7,091
+35
+0.5% +$1.34K 0.05% 196
2022
Q1 		$270K Buy
7,056
+34
+0.5% +$1.25K 0.04% 187
2021
Q4 		$230K Sell
7,022
-330
-4% -$11.2K 0.04% 214
2021
Q3 		$245K Sell
7,352
-251
-3% -$8.38K 0.04% 187
2021
Q2 		$277K Buy
7,603
+23
+0.3% +$789 0.05% 161
2021
Q1 		$231K Buy
7,580
+75
+1% +$2.19K 0.04% 161
2020
Q4 		$193K Sell
7,505
-1,109
-13% -$26.6K 0.04% 175
2020
Q3 		$172K Sell
8,614
-190
-2% -$4.4K 0.04% 172
2020
Q2 		$217K Sell
8,804
-1,333
-13% -$32.7K 0.06% 147
2020
Q1 		$174K Sell
10,137
-453
-4% -$15.3K 0.05% 153
2019
Q4 		$450K Sell
10,590
-1,934
-15% -$81.2K 0.11% 91
2019
Q3 		$572K Sell
12,524
-1,209
-9% -$57.2K 0.16% 83
2019
Q2 		$676K Buy
13,733
+113
+0.8% +$5.59K 0.19% 72
2019
Q1 		$683K Buy
13,620
+327
+2% +$16K 0.18% 75
2018
Q4 		$580K Sell
13,293
-2,751
-17% -$135K 0.17% 88
2018
Q3 		$857K Sell
16,044
-75
-0.5% -$4.04K 0.24% 64
2018
Q2 		$814K Buy
16,119
+17
+0.1% +$862 0.25% 63
2018
Q1 		$754K Sell
16,102
-233
-1% -$12.5K 0.24% 62
2017
Q4 		$881K Sell
16,335
-4,309
-21% -$231K 0.29% 50
2017
Q3 		$1.16M Buy
20,644
+1,525
+8% +$87.2K 0.41% 39
2017
Q2 		$1.14M Buy
19,119
+3
+0% +$183 0.42% 41
2017
Q1 		$1.22M Buy
19,116
+1,534
+9% +$98.5K 0.47% 37
2016
Q4 		$1.11M Sell
17,582
-1,067
-6% -$65.9K 0.46% 36
2016
Q3 		$1.18M Buy
18,649
+501
+3% +$31.7K 0.52% 35
2016
Q2 		$1.15M Buy
18,148
+236
+1% +$14.2K 0.54% 34
2016
Q1 		$978K Buy
17,912
+334
+2% +$17K 0.49% 34
2015
Q4 		$1.06M Sell
17,578
-4,647
-21% -$291K 0.55% 32
2015
Q3 		$1.39M Sell
22,225
-452
-2% -$32.9K 0.77% 26
2015
Q2 		$1.76M Buy
22,677
+68
+0.3% +$5.66K 0.91% 22
2015
Q1 		$1.87M Sell
22,609
-428
-2% -$36.2K 0.97% 23
2014
Q4 		$2.02M Buy
23,037
+506
+2% +$45.9K 1.1% 20
2014
Q3 		$2.16M Sell
22,531
-2,239
-9% -$212K 1.23% 19
2014
Q2 		$2.35M Buy
24,770
+699
+3% +$63.7K 1.32% 18
2014
Q1 		$2.13M Buy
24,071
+1,704
+8% +$149K 1.25% 20
2013
Q4 		$1.99M Buy
+22,367
New +$1.96M 1.32% 19

Other funds holding AMLP

SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

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

Capital Advisors Ltd increased its Alerian MLP ETF (AMLP) stake by 0.11% in Q2 2026, buying an estimated $1.68K and bringing the position to 30,277 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #93.

Capital Advisors Ltd first reported a position in AMLP in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.35M in Q2 2014. 134 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

  • Capital Advisors Ltd held 30,277 shares of Alerian MLP ETF worth $1.57M as of Q2 2026.
  • Capital Advisors Ltd bought 32 Alerian MLP ETF shares in Q2 2026, an estimated $1.68K.
  • Alerian MLP ETF made up 0.16% of Capital Advisors Ltd's portfolio in Q2 2026, its #93 holding.
  • Capital Advisors Ltd first reported a position in Alerian MLP ETF in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's Alerian MLP ETF position peaked at $2.35M in Q2 2014.
  • 134 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.