Exencial Wealth Advisors’s iPath Select MLP ETN ATMP Stock Holding History

Exencial Wealth Advisors’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.59M	Sell	220,566 -1,808	-0.8%	-$58.2K	0.24%	109
2025 Q4	$6.4M	Sell	222,374 -4,387	-2%	-$124K	0.2%	124
2025 Q3	$6.53M	Sell	226,761 -1,033	-0.5%	-$29.8K	0.21%	118
2025 Q2	$6.68M	Buy	227,794 +392	+0.2%	+$11.3K	0.24%	116
2025 Q1	$6.97M	Buy	227,402 +38	+0%	+$1.15K	0.26%	113
2024 Q4	$6.43M	Sell	227,364 -4,750	-2%	-$133K	0.24%	119
2024 Q3	$6.03M	Sell	232,114 -7,990	-3%	-$205K	0.22%	122
2024 Q2	$6.03M	Sell	240,104 -16,922	-7%	-$412K	0.23%	120
2024 Q1	$6.2M	Buy	257,026 +4,873	+2%	+$109K	0.23%	119
2023 Q4	$5.42M	Buy	252,153 +3,887	+2%	+$82.7K	0.22%	116
2023 Q3	$5.2M	Buy	248,266 +2,678	+1%	+$55.5K	0.25%	109
2023 Q2	$4.89M	Buy	245,588 +135	+0.1%	+$2.58K	0.22%	115
2023 Q1	$4.61M	Sell	245,453 -4,800	-2%	-$91.9K	0.24%	111
2022 Q4	$4.69M	Sell	250,253 -6,048	-2%	-$115K	0.25%	109
2022 Q3	$4.43M	Sell	256,301 -8,113	-3%	-$148K	0.27%	109
2022 Q2	$4.38M	Buy	264,414 +304	+0.1%	+$5.7K	0.25%	121
2022 Q1	$4.93M	Buy	264,110 +13,688	+5%	+$239K	0.25%	124
2021 Q4	$3.89M	Sell	250,422 -204,971	-45%	-$3.32M	0.19%	145
2021 Q3	$7.18M	Buy	455,393 +211,792	+87%	+$3.29M	0.31%	88
2021 Q2	$4.03M	Buy	243,601 +6,188	+3%	+$95.8K	0.22%	133
2021 Q1	$3.25M	Buy	237,413 +15,729	+7%	+$209K	0.19%	142
2020 Q4	$2.59M	Sell	221,684 -21,764	-9%	-$237K	0.18%	139
2020 Q3	$2.2M	Sell	243,448 -2,795	-1%	-$29K	0.12%	166
2020 Q2	$2.67M	Buy	246,243 +54,825	+29%	+$599K	0.23%	125
2020 Q1	$1.57M	Buy	+191,418	New	+$2.75M	0.28%	89

Other funds holding ATMP

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Exencial Wealth Advisors's ATMP Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its iPath Select MLP ETN (ATMP) stake by 0.81% in Q1 2026, selling an estimated $58.2K and leaving 220,566 shares worth $7.59M. The position accounts for 0.24% of the portfolio, ranked #109.

Exencial Wealth Advisors first reported a position in ATMP in Q1 2020 and has held it in 25 quarters since. 38 funds tracked by Wall St. Rank hold ATMP as of Q1 2026.

Exencial Wealth Advisors held 220,566 shares of iPath Select MLP ETN worth $7.59M as of Q1 2026.
Exencial Wealth Advisors sold 1,808 iPath Select MLP ETN shares in Q1 2026, an estimated $58.2K.
iPath Select MLP ETN made up 0.24% of Exencial Wealth Advisors's portfolio in Q1 2026, its #109 holding.
Exencial Wealth Advisors first reported a position in iPath Select MLP ETN in Q1 2020 and has held it in 25 quarters since.
38 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.