Capital Fund Management (CFM)
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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
2025
Q2 		– Sell
-20,500
Closed -$1.06M – 2319
2025
Q1 		$1.06M Buy
+20,500
New +$1.05M ﹤0.01% 1654
2024
Q4 		– Sell
-32,600
Closed -$1.54M – 2010
2024
Q3 		$1.54M Buy
+32,600
New +$1.54M ﹤0.01% 1550
2022
Q4 		– Sell
-29,800
Closed -$1.09M – 1380
2022
Q3 		$1.09M Buy
+29,800
New +$1.13M 0.01% 1062

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
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.