Capstone Wealth Management Group, Inc.’s Alerian MLP ETF AMLP Stock Holding History

Capstone Wealth Management Group, Inc.’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	$2.18M	Buy	+42,118	New	+$2.21M	1.32%	23

Other funds holding AMLP

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services

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

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

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

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

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

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s AMLP Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Alerian MLP ETF (AMLP) in Q2 2026: 42,118 shares worth $2.18M. The stake represents 1.32% of the portfolio and ranks #23 among its holdings.

326 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Capstone Wealth Management Group, Inc. held 42,118 shares of Alerian MLP ETF worth $2.18M as of Q2 2026.
Alerian MLP ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Alerian MLP ETF made up 1.32% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #23 holding.
326 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.