Northcape Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Northcape Wealth 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	$216K	Hold	4,170	–	–	0.06%	139
2026 Q1	$220K	Buy	+4,170	New	+$212K	0.06%	134
2023 Q4	–	Sell	-5,050	Closed	-$213K	–	139
2023 Q3	$213K	Sell	5,050 -2,000	-28%	-$82.1K	0.08%	135
2023 Q2	$276K	Hold	7,050	–	–	0.1%	133
2023 Q1	$272K	Buy	+7,050	New	+$276K	0.1%	132

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

Northcape Wealth Management's AMLP Position: Q2 2026 in Review

Northcape Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 4,170 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #139.

Northcape Wealth Management first reported a position in AMLP in Q1 2023 and has held it in 5 quarters since. The position peaked at $276K in Q2 2023. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Northcape Wealth Management held 4,170 shares of Alerian MLP ETF worth $216K as of Q2 2026.
Northcape Wealth Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up 0.06% of Northcape Wealth Management's portfolio in Q2 2026, its #139 holding.
Northcape Wealth Management first reported a position in Alerian MLP ETF in Q1 2023 and has held it in 5 quarters since.
Northcape Wealth Management's Alerian MLP ETF position peaked at $276K in Q2 2023.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.