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

Objective 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 Q1	$259K	Buy	+4,916	New	+$250K	0.26%	79
2025 Q4	–	Sell	-4,353	Closed	-$204K	–	86
2025 Q3	$204K	Sell	4,353 -1,664	-28%	-$80.5K	0.21%	84
2025 Q2	$294K	Sell	6,017 -294	-5%	-$14.3K	0.33%	65
2025 Q1	$328K	Buy	6,311 +46	+0.7%	+$2.36K	0.42%	54
2024 Q4	$302K	Buy	6,265 +1,984	+46%	+$95.4K	0.2%	103
2024 Q3	$202K	Buy	+4,281	New	+$202K	0.12%	146

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Objective Capital Management's AMLP Position: Q1 2026 in Review

Objective Capital Management opened a new position in Alerian MLP ETF (AMLP) in Q1 2026: 4,916 shares worth $259K. The stake represents 0.26% of the portfolio and ranks #79 among its holdings. This is a return to the name: Objective Capital Management previously reported a position in AMLP as recently as Q3 2025.

Objective Capital Management first reported a position in AMLP in Q3 2024 and has held it in 6 quarters since. The position peaked at $328K in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Objective Capital Management held 4,916 shares of Alerian MLP ETF worth $259K as of Q1 2026.
Alerian MLP ETF was a new Objective Capital Management position in Q1 2026.
Alerian MLP ETF made up 0.26% of Objective Capital Management's portfolio in Q1 2026, its #79 holding.
Objective Capital Management first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 6 quarters since.
Objective Capital Management's Alerian MLP ETF position peaked at $328K in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.