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 Q3	$229K	Hold	4,416	–	–	0.21%	89
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Objective Capital Management's AMLP Position: Q3 2026 in Review

Objective Capital Management held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 4,416 shares worth $229K. The position accounts for 0.21% of the portfolio, ranked #89.

Objective Capital Management first reported a position in AMLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $328K in Q1 2025. 206 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

Objective Capital Management held 4,416 shares of Alerian MLP ETF worth $229K as of Q3 2026.
Objective Capital Management left its Alerian MLP ETF share count unchanged in Q3 2026.
Alerian MLP ETF made up 0.21% of Objective Capital Management's portfolio in Q3 2026, its #89 holding.
Objective Capital Management first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 8 quarters since.
Objective Capital Management's Alerian MLP ETF position peaked at $328K in Q1 2025.
206 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.