Capital Investment Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Capital Investment Advisory Services’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	$517K	Buy	9,825 +464	+5%	+$23.6K	0.04%	384
2025 Q4	$440K	Buy	9,361 +788	+9%	+$36.9K	0.03%	414
2025 Q3	$402K	Buy	8,573 +946	+12%	+$45.7K	0.03%	414
2025 Q2	$373K	Sell	7,627 -110	-1%	-$5.33K	0.03%	403
2025 Q1	$402K	Sell	7,737 -287	-4%	-$14.7K	0.04%	365
2024 Q4	$386K	Buy	8,024 +222	+3%	+$10.7K	0.04%	340
2024 Q3	$368K	Buy	7,802 +346	+5%	+$16.4K	0.03%	363
2024 Q2	$358K	Buy	7,456 +1,492	+25%	+$69.7K	0.04%	355
2024 Q1	$283K	Sell	5,964 -66	-1%	-$2.96K	0.03%	414
2023 Q4	$256K	Sell	6,030 -108	-2%	-$4.58K	0.02%	431
2023 Q3	$259K	Buy	+6,138	New	+$252K	0.03%	407
2021 Q3	–	Sell	-4,495	Closed	-$164K	–	756
2021 Q2	$164K	Buy	+4,495	New	+$154K	0.02%	479
2020 Q2	–	Sell	-5,517	Closed	-$95K	–	575
2020 Q1	$95K	Buy	5,517 +867	+19%	+$29.4K	0.02%	339
2019 Q4	$198K	Buy	4,650 +621	+15%	+$26.1K	0.05%	294
2019 Q3	$184K	Sell	4,029 -50	-1%	-$2.37K	0.05%	282
2019 Q2	$206K	Sell	4,079 -1,015	-20%	-$50.2K	0.06%	269
2019 Q1	$255K	Buy	5,094 +369	+8%	+$18.1K	0.1%	184
2018 Q4	$206K	Buy	4,725 +959	+25%	+$47K	0.09%	193
2018 Q3	$201K	Sell	3,766 -319	-8%	-$17.2K	0.09%	213
2018 Q2	$206K	Sell	4,085 -2,244	-35%	-$114K	0.1%	192
2018 Q1	$296K	Buy	+6,329	New	+$338K	0.17%	147
2017 Q1	–	Sell	-3,383	Closed	-$213K	–	144
2016 Q4	$213K	Buy	+3,383	New	+$209K	0.18%	115

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 Investment Advisory Services's AMLP Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Alerian MLP ETF (AMLP) stake by 5% in Q1 2026, buying an estimated $23.6K and bringing the position to 9,825 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #384.

Capital Investment Advisory Services first reported a position in AMLP in Q4 2016 and has held it in 22 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Capital Investment Advisory Services held 9,825 shares of Alerian MLP ETF worth $517K as of Q1 2026.
Capital Investment Advisory Services bought 464 Alerian MLP ETF shares in Q1 2026, an estimated $23.6K.
Alerian MLP ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q1 2026, its #384 holding.
Capital Investment Advisory Services first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 22 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.