Greenwood Capital Associates’s Alerian MLP ETF AMLP Stock Holding History

Greenwood Capital Associates’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	$520K	Buy	10,026 +2,725	+37%	+$143K	0.05%	214
2026 Q1	$384K	Buy	7,301 +1,174	+19%	+$59.8K	0.04%	234
2025 Q4	$288K	Buy	6,127 +931	+18%	+$43.6K	0.03%	244
2025 Q3	$244K	Buy	+5,196	New	+$251K	0.03%	249
2024 Q4	–	Sell	-4,516	Closed	-$213K	–	241
2024 Q3	$213K	Buy	4,516 +147	+3%	+$6.95K	0.03%	231
2024 Q2	$210K	Sell	4,369 -141	-3%	-$6.59K	0.03%	224
2024 Q1	$214K	Buy	+4,510	New	+$203K	0.03%	242
2020 Q1	–	Sell	-84,116	Closed	-$3.58M	–	153
2019 Q4	$3.58M	Buy	84,116 +821	+1%	+$34.5K	0.75%	49
2019 Q3	$3.81M	Buy	+83,295	New	+$3.94M	0.93%	42
2019 Q2	–	Sell	-49,422	Closed	-$2.48M	–	172
2019 Q1	$2.48M	Buy	+49,422	New	+$2.42M	0.64%	53
2018 Q4	–	Sell	-71,483	Closed	-$3.82M	–	163
2018 Q3	$3.82M	Sell	71,483 -15,427	-18%	-$832K	0.83%	52
2018 Q2	$4.39M	Buy	86,910 +3,356	+4%	+$170K	1.01%	43
2018 Q1	$3.92M	Buy	83,554 +16,298	+24%	+$871K	0.95%	46
2017 Q4	$3.63M	Buy	+67,256	New	+$3.6M	0.85%	50
2017 Q3	–	Sell	-29,068	Closed	-$1.74M	–	205
2017 Q2	$1.74M	Sell	29,068 -41,678	-59%	-$2.54M	0.45%	79
2017 Q1	$4.5M	Buy	70,746 +10,294	+17%	+$661K	1.18%	27
2016 Q4	$3.81M	Buy	+60,452	New	+$3.73M	1.08%	33
2015 Q4	–	Sell	-39,170	Closed	-$2.44M	–	158
2015 Q3	$2.44M	Buy	39,170 +24,480	+167%	+$1.78M	0.87%	50
2015 Q2	$1.14M	Buy	14,690 +3,200	+28%	+$266K	0.35%	78
2015 Q1	$951K	Buy	11,490 +519	+5%	+$43.8K	0.27%	82
2014 Q4	$961K	Buy	+10,971	New	+$995K	0.28%	78
2014 Q3	–	Sell	-25,962	Closed	-$2.47M	–	139
2014 Q2	$2.47M	Buy	25,962 +1,415	+6%	+$129K	0.76%	59
2014 Q1	$2.17M	Buy	24,547 +3,625	+17%	+$318K	0.7%	69
2013 Q4	$1.86M	Buy	20,922 +2,293	+12%	+$201K	0.58%	74
2013 Q3	$1.64M	Buy	+18,629	New	+$1.64M	0.58%	75

Other funds holding AMLP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Greenwood Capital Associates's AMLP Position: Q2 2026 in Review

Greenwood Capital Associates increased its Alerian MLP ETF (AMLP) stake by 37% in Q2 2026, buying an estimated $143K and bringing the position to 10,026 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #214.

Greenwood Capital Associates first reported a position in AMLP in Q3 2013 and has held it in 25 quarters since. The position peaked at $4.5M in Q1 2017. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Greenwood Capital Associates held 10,026 shares of Alerian MLP ETF worth $520K as of Q2 2026.
Greenwood Capital Associates bought 2,725 Alerian MLP ETF shares in Q2 2026, an estimated $143K.
Alerian MLP ETF made up 0.05% of Greenwood Capital Associates's portfolio in Q2 2026, its #214 holding.
Greenwood Capital Associates first reported a position in Alerian MLP ETF in Q3 2013 and has held it in 25 quarters since.
Greenwood Capital Associates's Alerian MLP ETF position peaked at $4.5M in Q1 2017.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.