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 Q3	$679K	Buy	13,083 +203	+2%	+$11.1K	0.19%	41
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	-$1.14M	–	42
2018 Q3	$1.14M	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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Consolidated Capital Management's AMLP Position: Q3 2026 in Review

Consolidated Capital Management increased its Alerian MLP ETF (AMLP) stake by 1.6% in Q3 2026, buying an estimated $11.1K and bringing the position to 13,083 shares worth $679K. The position accounts for 0.19% of the portfolio, ranked #41.

Consolidated Capital Management first reported a position in AMLP in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.67M in Q4 2017. 224 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Consolidated Capital Management held 13,083 shares of Alerian MLP ETF worth $679K as of Q3 2026.
Consolidated Capital Management bought 203 Alerian MLP ETF shares in Q3 2026, an estimated $11.1K.
Alerian MLP ETF made up 0.19% of Consolidated Capital Management's portfolio in Q3 2026, its #41 holding.
Consolidated Capital Management first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 7 quarters since.
Consolidated Capital Management's Alerian MLP ETF position peaked at $1.67M in Q4 2017.
224 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Consolidated Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.