Consolidated Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Consolidated Capital Management’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	$668K	Buy	12,880 +2,090	+19%	+$110K	0.18%	41
2026 Q1	$568K	Buy	+10,790	New	+$550K	0.18%	42
2018 Q4	–	Sell	-21,451	Closed	-$1.15M	–	42
2018 Q3	$1.15M	Hold	21,451	–	–	0.75%	29
2018 Q2	$1.08M	Sell	21,451 -276	-1%	-$14K	0.81%	26
2018 Q1	$1.02M	Sell	21,727 -9,201	-30%	-$492K	0.81%	28
2017 Q4	$1.67M	Buy	+30,928	New	+$1.65M	1.72%	19

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

Consolidated Capital Management's AMLP Position: Q2 2026 in Review

Consolidated Capital Management increased its Alerian MLP ETF (AMLP) stake by 19% in Q2 2026, buying an estimated $110K and bringing the position to 12,880 shares worth $668K. The position accounts for 0.18% of the portfolio, ranked #41.

Consolidated Capital Management first reported a position in AMLP in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2017. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Consolidated Capital Management held 12,880 shares of Alerian MLP ETF worth $668K as of Q2 2026.
Consolidated Capital Management bought 2,090 Alerian MLP ETF shares in Q2 2026, an estimated $110K.
Alerian MLP ETF made up 0.18% of Consolidated Capital Management's portfolio in Q2 2026, its #41 holding.
Consolidated Capital Management first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 6 quarters since.
Consolidated Capital Management's Alerian MLP ETF position peaked at $1.67M in Q4 2017.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Consolidated Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.