Capital Fund Management (CFM)’s Alerian MLP ETF AMLP Stock Holding History

Capital Fund Management (CFM)’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 Q1	$1.27M	Sell	24,200 -5,300	-18%	-$270K	0.01%	1577
2025 Q4	$1.39M	Buy	+29,500	New	+$1.38M	﹤0.01%	1875
2025 Q2	–	Sell	-20,700	Closed	-$1.08M	–	2318
2025 Q1	$1.08M	Buy	+20,700	New	+$1.06M	﹤0.01%	1651
2024 Q4	–	Sell	-49,000	Closed	-$2.31M	–	2009
2024 Q3	$2.31M	Buy	+49,000	New	+$2.32M	0.01%	1368
2022 Q4	–	Sell	-67,100	Closed	-$2.45M	–	1379
2022 Q3	$2.45M	Buy	+67,100	New	+$2.55M	0.02%	798

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Capital Fund Management (CFM)'s AMLP Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Alerian MLP ETF (AMLP) in Q1 2026: 32,700 shares worth $1.72M. The stake represents 0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in AMLP as recently as Q4 2024.

Capital Fund Management (CFM) first reported a position in AMLP in Q4 2024 and has held it in 2 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Capital Fund Management (CFM) held 32,700 shares of Alerian MLP ETF worth $1.72M as of Q1 2026.
Alerian MLP ETF was a new Capital Fund Management (CFM) position in Q1 2026.
Alerian MLP ETF made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1438 holding.
Capital Fund Management (CFM) first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 2 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.