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 Q2	$229K	Sell	4,416 -500	-10%	-$26.2K	0.2%	91
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 $1.89T 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

Objective Capital Management's AMLP Position: Q2 2026 in Review

Objective Capital Management reduced its Alerian MLP ETF (AMLP) stake by 10% in Q2 2026, selling an estimated $26.2K and leaving 4,416 shares worth $229K. The position accounts for 0.2% of the portfolio, ranked #91.

Objective Capital Management first reported a position in AMLP in Q3 2024 and has held it in 7 quarters since. The position peaked at $328K in Q1 2025. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Objective Capital Management held 4,416 shares of Alerian MLP ETF worth $229K as of Q2 2026.
Objective Capital Management sold 500 Alerian MLP ETF shares in Q2 2026, an estimated $26.2K.
Alerian MLP ETF made up 0.2% of Objective Capital Management's portfolio in Q2 2026, its #91 holding.
Objective Capital Management first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 7 quarters since.
Objective Capital Management's Alerian MLP ETF position peaked at $328K in Q1 2025.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.