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

Evergreen 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	$8.88M	Buy	171,317 +1,687	+1%	+$88.6K	0.16%	136
2026 Q1	$8.93M	Buy	169,630 +4,599	+3%	+$234K	0.19%	123
2025 Q4	$7.76M	Sell	165,031 -11,257	-6%	-$527K	0.17%	137
2025 Q3	$8.27M	Buy	176,288 +6,049	+4%	+$292K	0.2%	129
2025 Q2	$8.32M	Buy	170,239 +5,494	+3%	+$266K	0.25%	113
2025 Q1	$8.56M	Buy	164,745 +1,051	+0.6%	+$54K	0.29%	99
2024 Q4	$7.88M	Buy	163,694 +3,225	+2%	+$155K	0.26%	111
2024 Q3	$7.56M	Buy	160,469 +1,003	+0.6%	+$47.4K	0.25%	111
2024 Q2	$7.65M	Buy	159,466 +773	+0.5%	+$36.1K	0.28%	107
2024 Q1	$7.53M	Sell	158,693 -30,000	-16%	-$1.35M	0.28%	100
2023 Q4	$8.02M	Sell	188,693 -151	-0.1%	-$6.4K	0.33%	90
2023 Q3	$7.97M	Buy	188,844 +1,009	+0.5%	+$41.4K	0.35%	86
2023 Q2	$7.37M	Buy	187,835 +18,298	+11%	+$710K	0.31%	97
2023 Q1	$6.55M	Buy	169,537 +4,226	+3%	+$166K	0.29%	100
2022 Q4	$6.29M	Sell	165,311 -14,292	-8%	-$562K	0.3%	97
2022 Q3	$6.57M	Sell	179,603 -588	-0.3%	-$22.4K	0.34%	88
2022 Q2	$6.21M	Sell	180,191 -6,645	-4%	-$255K	0.32%	92
2022 Q1	$7.16M	Sell	186,836 -57,042	-23%	-$2.1M	0.29%	98
2021 Q4	$7.99M	Buy	243,878 +54,824	+29%	+$1.86M	0.32%	87
2021 Q3	$6.3M	Buy	189,054 +1,678	+0.9%	+$56K	0.28%	93
2021 Q2	$6.82M	Buy	187,376 +2,817	+2%	+$96.7K	0.33%	77
2021 Q1	$5.63M	Buy	184,559 +1,591	+0.9%	+$46.5K	0.29%	95
2020 Q4	$4.7M	Sell	182,968 -32,494	-15%	-$781K	0.27%	93
2020 Q3	$4.3M	Buy	215,462 +69,818	+48%	+$1.62M	0.3%	88
2020 Q2	$3.59M	Buy	145,644 +25,392	+21%	+$622K	0.27%	88
2020 Q1	$2.07M	Buy	120,252 +30,782	+34%	+$1.04M	0.19%	106
2019 Q4	$3.8M	Buy	89,470 +60,707	+211%	+$2.55M	0.32%	77
2019 Q3	$1.31M	Buy	28,763 +737	+3%	+$34.9K	0.12%	142
2019 Q2	$1.38M	Sell	28,026 -6,105	-18%	-$302K	0.13%	132
2019 Q1	$1.71M	Sell	34,131 -8,765	-20%	-$430K	0.17%	123
2018 Q4	$1.87M	Buy	42,896 +34,655	+421%	+$1.7M	0.2%	114
2018 Q3	$440K	Sell	8,241 -107,134	-93%	-$5.78M	0.04%	231
2018 Q2	$5.83M	Buy	115,375 +4,869	+4%	+$247K	0.55%	48
2018 Q1	$5.18M	Buy	110,506 +97,377	+742%	+$5.21M	0.5%	53
2017 Q4	$708K	Buy	13,129 +8,391	+177%	+$449K	0.07%	158
2017 Q3	$266K	Buy	+4,738	New	+$271K	0.03%	170
2017 Q2	–	Sell	-60,952	Closed	-$3.87M	–	137
2017 Q1	$3.87M	Sell	60,952 -9,832	-14%	-$631K	0.81%	38
2016 Q4	$4.46M	Buy	70,784 +1,394	+2%	+$86.1K	0.86%	37
2016 Q3	$4.4M	Sell	69,390 -255	-0.4%	-$16.1K	0.87%	34
2016 Q2	$4.43M	Sell	69,645 -282	-0.4%	-$17K	0.96%	31
2016 Q1	$3.82M	Sell	69,927 -7,520	-10%	-$382K	0.88%	34
2015 Q4	$4.67M	Buy	77,447 +11,580	+18%	+$725K	1.12%	27
2015 Q3	$4.11M	Buy	+65,867	New	+$4.79M	1.07%	28

Other funds holding AMLP

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Evergreen Capital Management increased its Alerian MLP ETF (AMLP) stake by 0.99% in Q2 2026, buying an estimated $88.6K and bringing the position to 171,317 shares worth $8.88M. The position accounts for 0.16% of the portfolio, ranked #136.

Evergreen Capital Management first reported a position in AMLP in Q3 2015 and has held it in 43 quarters since. The position peaked at $8.93M in Q1 2026. 255 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Evergreen Capital Management held 171,317 shares of Alerian MLP ETF worth $8.88M as of Q2 2026.
Evergreen Capital Management bought 1,687 Alerian MLP ETF shares in Q2 2026, an estimated $88.6K.
Alerian MLP ETF made up 0.16% of Evergreen Capital Management's portfolio in Q2 2026, its #136 holding.
Evergreen Capital Management first reported a position in Alerian MLP ETF in Q3 2015 and has held it in 43 quarters since.
Evergreen Capital Management's Alerian MLP ETF position peaked at $8.93M in Q1 2026.
255 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.