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 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 $1.66T 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

Consolidated Capital Management's AMLP Position: Q1 2026 in Review

Consolidated Capital Management opened a new position in Alerian MLP ETF (AMLP) in Q1 2026: 10,790 shares worth $568K. The stake represents 0.18% of the portfolio and ranks #42 among its holdings. This is a return to the name: Consolidated Capital Management previously reported a position in AMLP as recently as Q3 2018.

Consolidated Capital Management first reported a position in AMLP in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2017. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Consolidated Capital Management held 10,790 shares of Alerian MLP ETF worth $568K as of Q1 2026.
Alerian MLP ETF was a new Consolidated Capital Management position in Q1 2026.
Alerian MLP ETF made up 0.18% of Consolidated Capital Management's portfolio in Q1 2026, its #42 holding.
Consolidated Capital Management first reported a position in Alerian MLP ETF in Q4 2017 and has held it in 5 quarters since.
Consolidated Capital Management's Alerian MLP ETF position peaked at $1.67M in Q4 2017.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.