Capital Analysts LLC’s Alerian MLP ETF AMLP Stock Holding History

Capital Analysts LLC’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	$54K	Buy	1,042 +1	+0.1%	+$52	﹤0.01%	974
2026 Q1	$54K	Buy	1,041 +65	+7%	+$3.31K	﹤0.01%	923
2025 Q4	$46K	Hold	976	–	–	﹤0.01%	933
2025 Q3	$46K	Hold	976	–	–	﹤0.01%	900
2025 Q2	$48K	Buy	976 +11	+1%	+$533	﹤0.01%	817
2025 Q1	$50K	Buy	965 +10	+1%	+$513	﹤0.01%	789
2024 Q4	$46K	Buy	955 +484	+103%	+$23.3K	﹤0.01%	763
2024 Q3	$22K	Hold	471	–	–	﹤0.01%	885
2024 Q2	$23K	Sell	471 -289	-38%	-$13.5K	﹤0.01%	830
2024 Q1	$36K	Buy	760 +355	+88%	+$15.9K	﹤0.01%	727
2023 Q4	$17K	Hold	405	–	–	﹤0.01%	830
2023 Q3	$17K	Hold	405	–	–	﹤0.01%	791
2023 Q2	$16K	Buy	405 +55	+16%	+$2.13K	﹤0.01%	753
2023 Q1	$14K	Buy	+350	New	+$13.7K	﹤0.01%	769
2021 Q1	–	Sell	-205	Closed	-$5K	–	1066
2020 Q4	$5K	Hold	205	–	–	﹤0.01%	622
2020 Q3	$4K	Hold	205	–	–	﹤0.01%	660
2020 Q2	$5K	Buy	+205	New	+$5.02K	﹤0.01%	597
2019 Q2	–	Sell	-115	Closed	-$5K	–	687
2019 Q1	$5K	Hold	115	–	–	﹤0.01%	561
2018 Q4	$5K	Hold	115	–	–	﹤0.01%	508
2018 Q3	$6K	Hold	115	–	–	﹤0.01%	470
2018 Q2	$6K	Hold	115	–	–	﹤0.01%	497
2018 Q1	$5K	Buy	+115	New	+$6.15K	﹤0.01%	495
2014 Q2	–	Sell	-2,137	Closed	-$189K	–	381
2014 Q1	$189K	Buy	2,137 +522	+32%	+$45.8K	0.05%	153
2013 Q4	$144K	Buy	1,615 +389	+32%	+$34.1K	0.04%	166
2013 Q3	$108K	Buy	1,226 +292	+31%	+$25.8K	0.03%	167
2013 Q2	$83.4K	Buy	+934	New	+$82.4K	0.03%	171

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 Analysts LLC's AMLP Position: Q2 2026 in Review

Capital Analysts LLC increased its Alerian MLP ETF (AMLP) stake by 0.1% in Q2 2026, buying an estimated $52 and bringing the position to 1,042 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Capital Analysts LLC first reported a position in AMLP in Q2 2013 and has held it in 26 quarters since. The position peaked at $189K in Q1 2014. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Capital Analysts LLC held 1,042 shares of Alerian MLP ETF worth $54K as of Q2 2026.
Capital Analysts LLC bought 1 Alerian MLP ETF share in Q2 2026, an estimated $52.
Alerian MLP ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #974 holding.
Capital Analysts LLC first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 26 quarters since.
Capital Analysts LLC's Alerian MLP ETF position peaked at $189K in Q1 2014.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.