CoreCap Advisors’s Alerian MLP ETF AMLP Stock Holding History

CoreCap Advisors’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	$71.8K	Sell	1,385 -7	-0.5%	-$381	﹤0.01%	1240
2026 Q2	$72.2K	Sell	1,392 -3	-0.2%	-$157	﹤0.01%	1251
2026 Q1	$73.4K	Buy	1,395 +371	+36%	+$18.9K	﹤0.01%	1153
2025 Q4	$48.1K	Sell	1,024 -692	-40%	-$32.4K	﹤0.01%	1355
2025 Q3	$80.5K	Buy	1,716 +797	+87%	+$38.5K	﹤0.01%	1122
2025 Q2	$44.9K	Sell	919 -884	-49%	-$42.9K	﹤0.01%	1298
2025 Q1	$93.6K	Sell	1,803 -7,976	-82%	-$409K	﹤0.01%	933
2024 Q4	$471K	Buy	9,779 +8,537	+687%	+$410K	0.02%	492
2024 Q3	$58.5K	Sell	1,242 -5,337	-81%	-$252K	﹤0.01%	1124
2024 Q2	$316K	Buy	6,579 +2,045	+45%	+$95.6K	0.03%	295
2024 Q1	$215K	Buy	+4,534	New	+$204K	0.01%	607
2022 Q4	$9.9K	Buy	+261	New	+$10.3K	﹤0.01%	1544
2022 Q3	–	Sell	-25	Closed	-$1K	–	595
2022 Q2	$1K	Buy	+25	New	+$960	﹤0.01%	1941
2022 Q1	–	Sell	-25	Closed	-$1K	–	605
2021 Q4	$1K	Buy	+25	New	+$847	﹤0.01%	2036

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

CoreCap Advisors's AMLP Position: Q3 2026 in Review

CoreCap Advisors reduced its Alerian MLP ETF (AMLP) stake by 0.5% in Q3 2026, selling an estimated $381 and leaving 1,385 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

CoreCap Advisors first reported a position in AMLP in Q4 2021 and has held it in 14 quarters since. The position peaked at $471K in Q4 2024. 226 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

CoreCap Advisors held 1,385 shares of Alerian MLP ETF worth $71.8K as of Q3 2026.
CoreCap Advisors sold 7 Alerian MLP ETF shares in Q3 2026, an estimated $381.
Alerian MLP ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1240 holding.
CoreCap Advisors first reported a position in Alerian MLP ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Alerian MLP ETF position peaked at $471K in Q4 2024.
226 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.