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 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 Fund Management (CFM)'s AMLP Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Alerian MLP ETF (AMLP) stake by 13% in Q2 2026, buying an estimated $222K and bringing the position to 36,930 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1457.

Capital Fund Management (CFM) first reported a position in AMLP in Q4 2024 and has held it in 3 quarters since. 811 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Capital Fund Management (CFM) held 36,930 shares of Alerian MLP ETF worth $1.91M as of Q2 2026.
Capital Fund Management (CFM) bought 4,230 Alerian MLP ETF shares in Q2 2026, an estimated $222K.
Alerian MLP ETF made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1457 holding.
Capital Fund Management (CFM) first reported a position in Alerian MLP ETF in Q4 2024 and has held it in 3 quarters since.
811 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.