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Omega Financial Group’s iPath Select MLP ETN ATMP Stock Holding History

Omega Financial Group’s Portfolio ATMP Stock Details ATMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,981
Closed -$240K – 95
2026
Q1 		$240K Hold
6,981
– – 0.08% 87
2025
Q4 		$201K Hold
6,981
– – 0.07% 103
2025
Q3 		$201K Buy
+6,981
New +$202K 0.07% 103

Other funds holding ATMP

BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WA
Waystone Advisors Redmond, Washington $134M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Omega Financial Group's ATMP Position: Q2 2026 in Review

Omega Financial Group sold out of iPath Select MLP ETN (ATMP) in Q2 2026, closing a stake of 6,981 shares — an estimated $240K sold.

Omega Financial Group first reported a position in ATMP in Q3 2025 and held it in 3 quarters. The position peaked at $240K in Q1 2026. 6 funds tracked by Wall St. Rank hold ATMP as of Q2 2026.

  • Omega Financial Group reported no remaining iPath Select MLP ETN position as of Q2 2026 after selling out during the quarter.
  • Omega Financial Group sold 6,981 iPath Select MLP ETN shares in Q2 2026, an estimated $240K.
  • Omega Financial Group first reported a position in iPath Select MLP ETN in Q3 2025 and held it in 3 quarters.
  • Omega Financial Group's iPath Select MLP ETN position peaked at $240K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.