Capital Advisors Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Capital Advisors Wealth Management’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	$4.95M	Buy	95,469 +41,611	+77%	+$2.18M	0.58%	39
2026 Q1	$2.84M	Buy	+53,858	New	+$2.74M	0.38%	54

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 Wealth Management's AMLP Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Alerian MLP ETF (AMLP) stake by 77% in Q2 2026, buying an estimated $2.18M and bringing the position to 95,469 shares worth $4.95M. The position accounts for 0.58% of the portfolio, ranked #39.

Capital Advisors Wealth Management first reported a position in AMLP in Q1 2026 and has held it in 2 quarters since. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Capital Advisors Wealth Management held 95,469 shares of Alerian MLP ETF worth $4.95M as of Q2 2026.
Capital Advisors Wealth Management bought 41,611 Alerian MLP ETF shares in Q2 2026, an estimated $2.18M.
Alerian MLP ETF made up 0.58% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #39 holding.
Capital Advisors Wealth Management first reported a position in Alerian MLP ETF in Q1 2026 and has held it in 2 quarters since.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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